Receptionist/Office Manager - Quick Hire!

Hagan and Associates is a well-established Ameriprise Field office that brings together multiple Ameriprise Private Wealth Advisory Practices. The firm is committed to helping clients achieve their financial goals with integrity, care, and professionalism. Known for its client-focused approach, Hagan and Associates emphasizes providing personalized financial advice and solutions tailored to each client’s unique needs. The company fosters a supportive and professional environment where employees have the opportunity to grow and develop in their careers. Hagan and Associates operates within the finance and wealth management industry, serving a diverse clientele with a commitment to high ethical standards and exceptional service. The Receptionist/Office Manager role at Hagan and Associates is a full-time, non-exempt position requiring 40 hours per week. This position plays a crucial part in shaping the client experience as the first point of contact, ensuring that every visitor or caller receives a warm and professional welcome. Beyond client interaction, the role is instrumental in managing daily office operations to keep the environment efficient and organized. The ideal candidate for this position is someone who is highly detail-oriented, organized, and capable of multitasking between front-facing responsibilities and behind-the-scenes administrative duties. This position offers a competitive hourly wage ranging from $21 to $24 per hour, depending on experience, along with full benefits including health, dental, and vision insurance, paid time off, paid holidays, 401(k) with employer contribution, and disability insurance. As the Receptionist/Office Manager, you will be responsible for greeting clients, answering phones, managing emails, and providing administrative support to Client Service Assistants and advisors. Handling mail, including scanning checks and maintaining accurate records, is a key component of the role. You will also oversee office supplies and vendor relationships while ensuring the front office remains tidy and well-organized. Additional responsibilities include light bookkeeping, scheduling assistance, filing, and supporting various administrative projects that contribute to team success and overall office efficiency. The role also encourages proactive identification of opportunities to enhance client service and streamline office operations. This position requires strong communication skills, both written and verbal, and a professional demeanor with a client-service orientation. Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel, is essential along with an ability to quickly learn new software applications. Due to the sensitive nature of some financial information handled in the office, the ability to manage confidential data with discretion is paramount. Overall, this role offers a dynamic balance of client interaction and administrative responsibilities in a professional and supportive working environment that promotes growth and career development.

• High school diploma or equivalent
• prior experience in office administration or receptionist role preferred
• excellent communication skills both written and verbal
• proficiency in Microsoft Office Suite including Outlook Word Excel
• strong organizational skills and attention to detail
• ability to handle confidential information with discretion
• ability to multitask and manage time effectively