Receptionist/Office Manager - Quick Hire!

Hagan and Associates is a well-established Ameriprise Field office that houses multiple Ameriprise Private Wealth Advisory Practices. Our team is deeply committed to guiding clients towards their financial goals with unwavering integrity, personalized care, and utmost professionalism. With a strong emphasis on client relationships and financial expertise, Hagan and Associates blends a heritage of trusted financial advising with modern strategies tailored to individual client needs. Our office environment supports a collaborative culture where client satisfaction and operational excellence are paramount. As a dedicated Ameriprise Field office, we take pride in delivering exceptional wealth management services, cultivating long-term client partnerships, and maintaining high standards of ethical financial guidance. The Receptionist/Office Manager position at Hagan and Associates is a full-time, non-exempt role requiring 40 hours per week, offering an hourly wage ranging from $21 to $24, supplemented by a comprehensive benefits package. This role serves as the critical first point of contact for both prospective and existing clients, providing a warm, professional welcome that reflects our firm’s commitment to outstanding client service. Beyond client interaction, this role encompasses overseeing daily office operations to ensure a smooth, efficient, and productive work environment. Ideal candidates for this position are detail-oriented and highly organized professionals who excel at multitasking between front-office client engagement and back-office administrative functions. They will play a versatile role, balancing greeting clients with managing communications, coordinating administrative tasks, and supporting the broader team of Client Service Assistants and financial advisors. Responsibilities are wide-ranging from answering phones and managing emails, to handling mail, bookkeeping, and vendor coordination. This multifaceted role demands a proactive mindset aimed at identifying and implementing office efficiencies and enhancing the overall client experience. The role demands proficiency in Microsoft Office Suite (including Outlook, Word, and Excel), excellent written and verbal communication skills, a polished professional demeanor, and the ability to manage sensitive information confidentially. Candidates with prior office administration or receptionist experience will find this role well matched with their skills, though a client-service orientation and the ability to quickly adapt and learn new software systems are equally valued. At Hagan and Associates, we offer more than a job. We provide a professional and supportive environment where you can develop your career while contributing to the success of a leading financial advisory office. Our compensation package includes competitive hourly wages, paid time off and holidays, robust health, dental, and vision insurance plans, 401(k) retirement savings with employer contributions, as well as short-term and long-term disability insurance. Above all, you will join a workplace that values growth opportunities, mutual respect, and diversity, committed to providing equal employment opportunities to all qualified candidates. If you are passionate about delivering exceptional client service and efficiently managing office operations in a respected financial services environment, the Receptionist/Office Manager role at Hagan and Associates offers an excellent opportunity to advance your career while making a meaningful impact.

• High school diploma or equivalent
• Prior experience in office administration or receptionist role preferred
• Strong verbal and written communication skills
• Proficient in Microsoft Office Suite
• Ability to multitask and manage time effectively
• Detail oriented and highly organized
• Ability to maintain confidentiality and handle sensitive information