Receptionist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Team Sadoff in our Milwaukee, WI office is looking for a Receptionist to assist our Client Service Associates and serve as the first contact with clients, vendors, and prospects as they call or visit the office. The goal of the Receptionist is to provide the highest level of customer service to those individuals.

This is an on-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $55,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• Provide a high level of exceptional customer service to new and existing clients

• Enthusiastically greet clients and announce their arrival

• Handle incoming client calls for appointments and service needs

• Provide information about client’s accounts

• Data entry

• Document processing, scanning, and copying

• Process transactions such as money movements

• Prepare client reports

• Maintain databases

• Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries

• Prepare and maintain beverage stations and obtain beverages for clients

• Ensure the reception area is proper for client visits

• Ensure dishes are clean and kitchen area and conference rooms are properly maintained

• Under the direction of your manager, assist with various office projects as requested

• General office work

Education/Qualifications

• HS Diploma/2-year degree preferred

• 2 year’s office/reception experience

• Friendly, outgoing, positive attitude

• Professional appearance, voice, and interaction with customers

• Detail-oriented

• Excellent oral and written communication skills

• Ability to work with all levels of staff and management, with a teamwork mentality

• Ability to prioritize workflow and projects; work in a deadline environment and be flexible 

• Good working knowledge of Word, Excel, Outlook, and PowerPoint required

• Familiarity with Salesforce and Adobe preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-MR1

#LI-Onsite

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.