Job Description

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 75,000 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 Our Dix Hills, NY Team is looking for a Part-Time Receptionist to work on-site and roughly 16 hours per week with a Monday-Thursday schedule (Roughly 4 hours per day). They will serve as the first point of contact for clients and visitors, providing a welcoming and professional experience. This role also includes managing scheduling for financial advisors, ensuring efficient coordination of client meetings and office activities. The hourly target for this role is $19.00 - $22.00/hr 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: 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 needs through switchboard maintenance Enthusiastically greet and announce clients Prepare and maintain beverage stations and obtain beverages for clients Scheduling Management & Meeting Preparation: Coordinate and manage financial advisors' calendars, scheduling client meetings and strategy sessions Set up meeting rooms, organize materials, and ensure a seamless experience for clients Confirm appointments, send reminders, and follow up with clients as needed Maintain Reception Area / Mail Deliveries and Kitchen: Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries Maintain office cleanliness and client preparedness: Make sure dishes are clean and kitchen area is properly maintained Order various client related beverages and treats Ensure the Reception Area is proper for client visits Project Assistance Under the direction of your manager, assist with various office projects as requested Other duties as assigned Educations / Qualifications 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 Time Off is arranged with your Manager at least two weeks in advance 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 Lead level is $42,500.00 to $63,750.00. 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. As a part-time employee, you may participate in the following benefits & development opportunities: Training and professional development 401k with match and profit sharing Pet insurance Wellness programs and resources, worker's compensation 18 days of paid time off (PTO), accrued annually - pro-rated for part-time employees 12 paid holidays each year (10 pre-determined and 2 floating days) - pro-rated for part-time employees Paid parental leave and paid caregiver leave - pro-rated for part-time employees (Caregiver leave available after 6 months of tenure ) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Part-Time employees working 30 or more hours per week are also eligible for: 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 - employer paid 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 Group

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