Receptionist

Part-Time Receptionist

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 90,000 households from our over 175 offices - and growing - nationwide.

Our Brentwood, TN office has an exciting opportunity for a part-time Receptionist! As the first point of contact for clients, vendors, and visitors, this role is essential to creating a welcoming and professional environment. The Receptionist supports the daily operations of our financial advisory office, ensuring seamless administrative and client service.

This role is an on-site position. The schedule is part-time: 26 hrs/wk (6.5 hours per day x 4 days per week). The hours are Monday-Thursday, 9am-4pm, with a half-hour lunch break each day.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $30.00 per hour.

Primary Job Functions

Reception and Administrative Duties

• 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; obtain beverages for clients as needed.
• Support advisors and staff with administrative tasks such as data entry, filing, and scanning.
• Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries.

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
• Previous receptionist or office experience preferred
• Well-developed written and verbal communication skills, with the ability to interact effectively at all levels of the organization
• Detail oriented, highly organized, and adaptable
• Experience with Microsoft Office Suite
• CRM experience preferred
• Knowledge of business office procedures
• Familiarity with Salesforce and Workday a plus
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks, including crafting effective prompts, evaluating AI-generated content for accuracy and appropriateness, and integrating AI tools to enhance productivity
• Willingness to learn new AI applications and adapt to evolving technologies
• Strong organizational skills and ability to prioritize work

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. As a part-time employee, you may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• 401k with match and profit sharing
• Pet insurance
• Wellness programs and resources, worker's compensation
• 18 days of paid time off (PTO), accrued annually – pro-rated for part-time employees
• 12 paid holidays each year (10 pre-determined and 2 floating days) – pro-rated for part-time employees
• Paid parental leave and paid caregiver leave – pro-rated for part-time employees (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Part-Time employees working 30 or more hours per week may also be eligible to participate in the following benefits:

• Medical, dental and vision coverage (Available to 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 – employer paid

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.