Receptionist/Office Manager - Quick Hire!

Hagan and Associates is a well-established Ameriprise Field office that operates several Ameriprise Private Wealth Advisory Practices. The company is committed to helping clients achieve their financial goals through a service model that emphasizes integrity, care, and professionalism. As a trusted financial advisory network, Hagan and Associates stands out for its dedication to providing personalized wealth management strategies tailored to the unique financial needs of each client. The organization prides itself on creating a welcoming environment where clients feel valued and supported throughout their financial journey. Within this dynamic and client-focused setting, the office environment is built on collaboration, efficiency, and a strong focus on customer service excellence. The Receptionist/Office Manager position at Hagan and Associates is a full-time, non-exempt role that plays a crucial part in shaping the client experience and ensuring smooth daily operations. This role involves being the first point of contact for clients, greeting and welcoming them with a professional and friendly demeanor that reflects the core values of the firm. Beyond client interaction, the Office Manager handles essential administrative and operational tasks that keep the office organized, efficient, and responsive to the needs of both clients and staff. The successful candidate for this role will be someone who thrives in a busy office environment, balancing front-facing client services with backend operational duties. They will be tasked with managing communications such as answering phones and emails, supporting Client Service Assistants and advisors, handling office supplies, vendor relationships, mail processing, and light bookkeeping. Additionally, they will assist with scheduling, filing, and other projects that support team functionality. This role is particularly suitable for a highly organized individual with strong attention to detail, excellent communication skills, and the ability to maintain confidentiality when handling sensitive information. Proficiency with Microsoft Office and the aptitude to quickly learn new software are also important. The position offers a competitive hourly wage ranging from $21 to $24 based on experience, complemented by a full benefits package including health, dental, and vision insurance, paid time off, a 401(k) plan with employer contribution, and disability insurance. The company promotes a professional, supportive work environment with opportunities for growth, making it an excellent place for career development within financial services administration.

• High school diploma or equivalent
• Prior experience in office administration or receptionist role preferred
• Strong communication skills both written and verbal
• Proficiency in Microsoft Office Suite including Outlook Word and Excel
• Highly organized with strong attention to detail
• Ability to handle sensitive information with discretion
• Ability to work full-time hours in a non-exempt role