Wealth Management Receptionist

Job Description

Job Description

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

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.