Receptionist

About Wealth Enhancement Group

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 61,000 households from our over 100 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.

Our north shore Milwaukee, WI office is looking for a Receptionist to assist our Client Service Associates and serve as the first contact with customers, clients, 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. The salary target for this role is $46,000 – $51,000, depending on experience.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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

Reception Duties

• 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

• Deposit checks

• 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 is properly maintained

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

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

IND123

#LI-AP1

#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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

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.