Receptionist - Team
Wealth Enhancement Group(1 month ago)
About this role
A Receptionist at Wealth Enhancement is the first point of contact for clients, vendors, and visitors, representing the firm’s professionalism and client-focused culture. The role supports the front-office presence of a growing independent wealth management firm that serves over 80,000 households nationwide. This is a fully onsite position based in one of the company’s financial advisory offices.
Required Skills
- Customer Service
- Phone Handling
- Calendar Management
- Scheduling
- Data Entry
- Filing
- Scanning
- Mail Management
- Office Management
- Microsoft Office
+4 more
Qualifications
- High School Diploma
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