Client-Focused Wealth Management Receptionist

Advanced Wealth Management Group; Edina (MN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Job summary

Advanced Wealth Management Group is seeking a Wealth Management Receptionist to be the first point of contact for clients and visitors. You will support basic administrative and client service tasks while fostering a welcoming office atmosphere.

The ideal candidate is friendly, organized, and dependable, with strong communication skills and attention to detail. Experience in professional services or financial environments is a plus.

Qualifications

• Strong interpersonal and communication skills.
• Highly organized with attention to detail.
• Ability to manage multiple tasks efficiently.

Responsibilities

• Greet clients and visitors in a professional and welcoming manner.
• Maintain a clean, organized reception area and client-ready environment.
• Answer and route incoming phone calls.

Skills

Interpersonal communication

Organized

Multitasking

Professional appearance

Microsoft Office

Tools

Microsoft Office

Job description

Advanced Wealth Management Group is seeking a Wealth Management Receptionist to be the first point of contact for clients and visitors. You will support basic administrative and client service tasks while fostering a welcoming office atmosphere.

The ideal candidate is friendly, organized, and dependable, with strong communication skills and attention to detail. Experience in professional services or financial environments is a plus.