What are the responsibilities and job description for the Wealth Management Receptionist position at Advanced Wealth Management Group?
Job Title: Receptionist
Location: Edina, MN
Firm: Advanced Wealth Management Group
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
- Processing simple withdrawals and deposits
- 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
How to Apply
Submit your resume and a brief cover letter outlining your interest and relevant experience.
This position is well-suited for someone who enjoys interacting with people, takes pride in organization, and contributes to a positive office atmosphere.
Salary : $45,000 - $60,000