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

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

Job Title: Receptionist Location: Edina, MN Firm: Advanced Wealth Management Group

Advanced Wealth Management Group is seeking a professional and personable Wealth Management Receptionist to serve as the first point of contact for our clients and visitors. This role is focused on creating a welcoming office environment while supporting basic administrative and client service tasks.

The ideal candidate is friendly, organized, and dependable, with strong communication skills and attention to detail.

Front Desk & Client Experience

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

Scheduling & Office Support

• Schedule and confirm client meetings
• Manage calendars for advisors as needed
• Prepare conference rooms for client meetings

Administrative & Processing Support

• Assist with basic client service tasks, including:
• Processing simple withdrawals and deposits
• Sending client statements and documents
• Handling routine paperwork and data entry
• Support general office operations and administrative needs

Qualifications

• 1–3 years of experience in a receptionist, administrative, or customer service role
• Strong interpersonal and communication skills
• Highly organized with attention to detail
• Ability to manage multiple tasks efficiently
• Professional appearance and demeanor
• Basic proficiency with Microsoft Office

Preferred Qualifications

• Experience in a professional services or financial services environment
• Familiarity with office scheduling tools or CRM systems

Compensation & Benefits

• Competitive salary based on experience
• Supportive and team-oriented work environment
• Opportunity to grow within the firm

This position is well-suited for someone who enjoys interacting with people, takes pride in organization, and contributes to a positive office atmosphere.