Job description
Job Description:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
Our Hagerstown MD office is looking for an energetic & friendly Receptionist. The primary areas of responsibility include providing first initial greetings to customers, handling incoming phone calls, scheduling appointments, general administrative duties, and ensuring supplies of office are met through vendor management.
Job Functions
Reception Duties
- Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients
- Handle incoming client calls for appointments and service need through telephone and Video Conference.
- Enthusiastically greet and announce clients
- Prepare and maintain beverage stations and obtain beverages for clients
Maintain Reception Area / Mail Deliveries and Kitchen
- Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
- Maintain office cleanliness and client preparedness
- Ensure all various supplies are met & ordered through Vendor Management.
Project Assistance
- Under the direction of your manager, assist with various office projects as requested
- Other duties as assigned
Education | Skills Requirements
- HS Diploma / 2 year degree a preferred
- 2 year’s office/reception experience
- Friendly, outgoing, positive attitude
- Professional appearance; voice and interaction with customers
- Excellent oral and written communication skills
- Ability to work with all levels of staff and management
- Ability to prioritize work flow and projects; work in a deadline environment and be flexible
- Detail oriented
- Good working knowledge of Word, Excel, Outlook, and PowerPoint
- Ability to work as a Team Member
IND123
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.
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