Receptionist, Administrative​/Clerical

Receptionist

Join to apply for the Receptionist role at Wealth Enhancement
. Position is available in Rochester, MN. This is a full‑time, on‑site role that requires opening the office at 8:00 a.m. Monday‑Friday.

Wealth Enhancement is an independent wealth‑management firm that provides personalized financial planning and investment management services to over 80,000 households nationwide. Established in 1997, our team‑based Roundtable and Uni Fi processes deliver a high‑quality client experience. For more information, visit

• Greet clients and visitors warmly and professionally.
• Answer and direct incoming phone calls promptly and courteously.
• Manage 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 a clean and organized reception area, conference rooms, and kitchen.
• Order and manage office supplies and refreshments.

• High school diploma or equivalent.
• Previous receptionist or office experience preferred.
• Well‑developed written and verbal communication skills.
• Detail‑oriented, highly organized and adaptable.
• Experience with Microsoft Office suite.
• CRM experience preferred.
• Knowledge of business office procedures.
• Familiarity with Salesforce and Workday a plus.

Base hourly rate: $20.00–$22.00 (exclusive of bonuses and benefits). Salary range for the associate level: $42,500–$63,750.

Benefits include training and professional development, medical/dental/vision coverage (available to employees and their families), health savings account (HSA) with employer contribution, flexible spending account (FSA), life and AD&D insurance, short‑term and long‑term disability, workers’ compensation, 401(k) with match and profit sharing, wellness programs, voluntary benefits including pet insurance, paid time off, paid holidays, paid parental and caregiver leave, tuition reimbursement, and more.

Wealth Enhancement is an equal opportunity employer, including disabled and veterans. We participate in E‑Verify and solicit applications from applicants of all backgrounds. For view of Federal and E‑Verify posters, .

Contact the Human Resources Department at 763‑417‑1700 if you need reasonable accommodation during the application or selection process.