Receptionist

Receptionist Position

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 80,000 households from our over 140 offices - and growing - nationwide.

Our office in Woodlands, Texas is expanding and has an exciting opportunity for a receptionist! This role is the first point of contact for clients, vendors, and visitors. This work of this role is essential in creating a welcoming and professional environment while supporting the daily operations of our financial advisory office.

This role is an on-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $40,000.00 to $47,000.00, exclusive of bonuses and benefits. 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

• Greet clients and visitors warmly and professionally, ensuring a positive first impression.
• Answer and direct incoming phone calls promptly and courteously.
• Manage the office calendar, including client appointments and internal meetings.
• Prepare and maintain beverage stations and obtain beverages for clients.
• Support advisors and staff with administrative tasks such as data entry, filing, and scanning.
• Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries.

Maintain Reception and Common Areas

• Maintain a clean and organized reception area, conference rooms, and kitchen.
• Order and manage office supplies and refreshments.

Projects

• Support special projects as assigned.
• All other duties as assigned.

Education & Qualifications

• High school diploma (or equivalent experience) required
• Previous receptionist or office experience preferred
• Experience with Microsoft Office Suite required
• Strong written and verbal communication skills with the ability to interact at all organizational levels
• Detail-oriented, highly organized, and adaptable
• Proficiency in business office procedures
• Ability to prioritize work and manage multiple tasks
• Salesforce and Workday experience a plus
• CRM experience preferred

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time 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, workers compensation employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at View phone number on click.appcast.io

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.

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 may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.