Receptionist, Administrative/Clerical
Job in
Rochester, Olmsted County, Minnesota, 55905, USA
Listed on 2025-11-25
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2025-11-25
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Front Desk/Receptionist
Job Description & How to Apply Below
Rochester, MNtime type:
Full time posted on:
Posted Todayjob requisition :
R-102017
** 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 Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 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 .Our
** Rochester, MN
** office is looking for a
** Receptionist
* * to serve as the first point of contact for clients, vendors, and visitors. This role is essential in creating a welcoming and professional environment while supporting the daily operations of the financial advisory office.
The Receptionist position is a full-time opportunity. The position is on-site at the Rochester office and is required to open the office at 8:00am the spirit of pay transparency, we are excited to share the base hourly range for this position is $20.00 - $22.00 per hour exclusive of bonuses and benefits.
** Primary Job Functions
** Reception and Administrative Duties
* Greet clients and visitors warmly and professionally, ensuring a positive first impression.
* Answer and direct incoming phone calls promptly and courteously.
* Manage the office calendar, including client appointments and internal meetings.
* Prepare and maintain beverage stations and obtain beverages for clients.
* Support advisors and staff with administrative tasks such as data entry, filing, and scanning.
* Manage incoming and outgoing USPS, Fed Ex, and UPS mail deliveries.
Maintain Reception and Common Areas
* Maintain a clean and organized reception area, conference rooms, and kitchen.
* Order and manage office supplies and refreshments.
** Education / Qualifications
*** High School Diploma or related
* Previous receptionist / office experience preferred
* Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
* Detail oriented, highly organized and adaptable
* Experience with Microsoft Office suite
* CRM experience preferred
* Business office procedures knowledge
* Organized and able to prioritize work
* Familiarity with Salesforce and Workday a plus 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. Thus, the entire salary range for those who are classified as the Associate level is $42,500 to $63,750.
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.
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** 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, dental and vision coverage (Available to 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…
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