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Company: TruJourney Advisors of Wells Fargo Advisors Financ
Location: Rochester
Posted on: November 26, 2022

Job Description:

Pay : $17.00 - $20.00 per hour Job Type: Part-TimeWe are seeking a part-time Receptionist to join the TruJourney Advisors team in Rochester, MN! We provide comprehensive, multi-generational integrated strategies to help guide wealth for successful individuals, families and business owners located in the wonderful Minnesota community and across the United States.As the Receptionist, we will lean on you to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support. OUR CORE VALUES: The TruJourney Advisors approach to creating integrated investment strategies is based on working collaboratively with clients to provide trusted advice and guidance to help achieve goals. Including: Excellence Hard Work Diligence Care Kindness Mutual Trust Transparency ResponsibilityWHAT YOU'LL BE DOING: Answering phones in a professional manner and routing calls if necessary. Receiving and sorting daily mail. Performing data entry and filing documents accurately. Managing office inventory such as supplies and stationery. Applying a working knowledge of operations/client-service processes. Working independently, effectively, and efficiently. Handling confidential and/or sensitive information responsibly. Performing administrative and clerical support tasks.QUALIFICATIONS: Excellent communication via conference/Zoom calls, phone, email, etc. Positive attitude, willingness to engage in various business projects and initiatives. Contribute to business vision and positive/unique team culture. Team player, eager to collaborate with others. Strong computer skills and knowledge of Microsoft Office products. Exceptional interpersonal and client service skills. Strong organizational and analytical skills; process orientated. Ability to manage a variety of tasks and prioritize individual workload responsibilities. Ability to learn additional software applications. Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.Job Type: Part-timePay: $17.00 - $20.00 per hourBenefits: 401(k) Dental insurance Health insurance Paid time off Vision insuranceSchedule: 4 hour shiftSupplemental pay types: Bonus payEducation: Associate (Preferred)Work Location: One location

Keywords: TruJourney Advisors of Wells Fargo Advisors Financ, Rochester , Receptionist, Administration, Clerical , Rochester, Minnesota

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