Receptionist at Wells Fargo &… · Palm Beach

Wells Fargo is seeking a Receptionist in Wealth and Investment Management as part of Wells Fargo Advisors.

In this role you will:

• Answer phones and greet and direct visitors
• Identify ways to improve individual work processes within established administrative procedures
• Receive direction from administrative assistants, supervisors, or leaders
• Collaborate with the Administrative Assistant team, as well as internal and external clients, to share information and support daily operations
• Manage conference room scheduling and meeting logistics, ensuring rooms are prepared, organized, and ready for client and advisor meetings, including seamless transitions between back-to-back sessions.
• Coordinate calendars and serve as the primary point of contact for meeting and event scheduling, partnering closely with Financial Advisors (FAs) and Client Associates (CAs).
• Draft, review, and distribute client and internal correspondence, ensuring all communications receive appropriate approvals before being shared with staff or clients.
• Support the client intake process and monitor audit and case statuses, following up consistently to ensure timely completion of tasks and deliverables.
• Deliver a high level of client service by welcoming clients, preparing meeting spaces, and providing a professional and organized office experience.
• Coordinate office events and meetings, including room setup, catering arrangements, and logistical planning.
• Maintain office supply inventory and oversee procurement to ensure the office remains fully stocked and operational.
• Demonstrate strong attention to detail, organizational skills, and follow-through while managing multiple priorities in a fast-paced, client-focused environment.
• Support visiting advisors and utilize shared office space effectively, ensuring resources and meeting accommodations are available as needed.
• Contribute to a growth-oriented team environment by mastering processes, building operational expertise, and continuously improving administrative support functions.

Required Qualifications:

• 6+ months of Administrative Assistance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
• Basic Microsoft Office skills
• Strong attention to detail and accuracy skills
• Good verbal, written, and interpersonal communication skills
• Strong telephone etiquette
• Effective organizational, multi tasking, and prioritizing skills
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
• Ability to answer multiple phone lines and forward calls appropriately; schedule meetings; open mail; send and receive faxes
• Intermediate Microsoft Excel skills
• Financial services industry experience
• Brokerage industry experience
• Knowledge and understanding of brokerage office high volume phone lines
• Experience answering and managing multiple phone lines

Job Expectations:

• Position location – 255 S County Rd Palm Beach, FL
• Position hours - 8:30 AM – 5:00 PM
• This position is not eligible for Visa sponsorship.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting End Date:

27 Jul 2026 *Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.