Wealth Management Receptionist

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off

Wealth Management Receptionist
Advanced Wealth Management Group
Edina, MN


Are you a warm, organized, and detail-oriented professional who loves delivering exceptional client experiences? Do you thrive in a fast-paced environment where no two days are the same? Advanced Wealth Management Group is seeking a Wealth Management Receptionist to join our team in our beautiful office and help provide exceptional service to our high-net-worth clients.


Located at 7701 France Avenue South, Suite 120 in Edina, MN, we are a forward-thinking, client-focused financial planning firm dedicated to helping individuals and families manage, preserve, and optimize their wealth.


Our team delivers personalized guidance with a unique standard of care, and we’re growing! We’re looking for someone who shares our passion for exceptional service and building long-term client relationships.


Role Overview
As our Wealth Management Receptionist, you will be the welcoming face and first point of contact for our firm. You’ll ensure our clients feel valued from the moment they walk through the door or contact our office.


You’ll manage front desk operations, coordinate client appointments, and provide essential administrative support to help our advisors and team deliver an outstanding client experience.


This is a client-facing administrative role with opportunities to grow within a supportive, professional team.


Front Desk & Client Hospitality

• Greet clients warmly and professionally when they arrive at our office.
• Answer incoming phone calls, direct inquiries, and assist clients with general questions.
• Offer refreshments and ensure meeting rooms are prepared for client appointments.
• Maintain a welcoming, organized, and professional reception area.

Client Scheduling & Coordination

• Manage advisor calendars and schedule client meetings, including in-person, phone, and virtual appointments.
• Confirm appointments and coordinate meeting logistics.
• Assist with client communications and appointment follow-ups.

Administrative & Client Service Support

• Assist with processing client requests, including withdrawals, deposits, and account transfers.
• Prepare and distribute client statements, reports, and other documentation.
• Support account maintenance, document organization, and general administrative tasks.
• Maintain accurate client records and handle confidential information with discretion.

General Office Support

• Manage incoming and outgoing mail, correspondence, and deliveries.
• Maintain office supplies and assist with general office organization.
• Support special projects, client events, and other administrative needs.
• Collaborate with team members to ensure smooth daily operations and exceptional client service.

Experience

• 1–3+ years of experience in a receptionist, administrative, or client service role.
• Experience in financial services, wealth management, banking, or professional services is a strong plus.

Skills

• Exceptional interpersonal and communication skills with a friendly, polished, and professional demeanor.
• Strong organizational skills and excellent attention to detail.
• Proficiency in Microsoft Office, including Outlook, Word, and Excel.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfort learning new software and office systems.
• Ability to maintain confidentiality and handle sensitive client information professionally.

Personal Qualities

• Warm, positive, and service-oriented personality.
• Dependable, punctual, and highly organized.
• Proactive problem-solver who takes initiative.
• Team player who enjoys helping others and contributing to a positive workplace.
• Genuine passion for creating an exceptional client experience.

Education & Other Requirements

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• Must be able to pass a background check.
• Series 7 or other securities licenses are not required for this position.

What We Offer

• Competitive salary based on experience.
• Comprehensive benefits package (health, dental, vision, 401(k), etc.).
• Professional development and growth opportunities.
• Supportive, collaborative team environment.
• Beautiful, professional office setting in Edina, MN.

Join our team if you enjoy helping people, take pride in staying organized, and want to be part of a team that values exceptional client service. We’d love to hear from you!


Apply today to join Advanced Wealth Management Group as our next Wealth Management Receptionist!