Receptionist

Summary

Eckhardt Financial Group is an independent financial services practice of Thrivent Financial. Our goal is to help our clients protect who and what is important to them by understanding, educating, empowering, and partnering with them so they may live abundant and generous lives.

We are a fast-paced, energetic, and collaborative team who pride ourselves on education, professionalism, and treating clients like family. Top-notch service and our commitment to going the extra mile are what set us apart.

We’re hiring a friendly, professional, and dependable Receptionist to join our Collinsville office. This role is often the first point of contact for our clients and plays a vital role in shaping their overall experience. The ideal candidate is welcoming, organized, and enjoys supporting a busy, collaborative team. The Receptionist reports to and is employed by Dustin Eckhardt of Eckhardt Financial Group.

Eckhardt Financial Group offers a comprehensive compensation package, including:

• Hours: Monday–Friday, 8:30 a.m. – 4:30 p.m.
• Hourly pay: $19–$21 per hour, based on experience
• Eligibility for 401(k) with 5% employer match after 6 months
• Health insurance
• Short-Term Disability insurance
• Dependent Care Flexible Spending Account (FSA)
• 10 paid holidays
• Paid time off: 7 days in the first year
• Eligibility for personal and team-based performance bonuses
• Consideration for annual pay increases
• Professional development and education opportunities
• Opportunity to grow within a fast-paced, professional team of 24 team members

Thrivent Financial is a Fortune 500 financial services organization and the nation’s largest fraternal benefit society, with more than $194 billion in assets under management. Helping clients take action and plan confidently for their financial future is the foundation of our success.

Job Description

Position Roles/Responsibilities/Accountabilities

• Greet and welcome clients and visitors in a warm, professional manner
• Ensure reception area and conference rooms are prepared for client meetings
• Coordinate food and room setup for team meetings and special events
• Maintain office security by following safety procedures and managing access through the reception desk
• Receive, sort, and distribute daily mail and deliveries
• Update the Customer Relationship Management (CRM) system with client information
• Order office supplies and maintain inventory
• Assist with special event planning and execution
• Light office upkeep tasks, including keeping bathrooms, kitchen, and all shared professional areas clean, stocked, and organized, as well as watering office plants and flowers
• Perform general clerical duties such as scanning, photocopying, and filing
• Complete other administrative tasks as assigned

Position Qualifications

• Previous receptionist, administrative, or office support experience preferred
• Strong computer skills and familiarity with Microsoft Outlook, Word, and Excel
• Ability to multitask, stay organized, and meet deadlines in a fast-paced environment
• Friendly, professional demeanor with strong interpersonal skills
• Positive attitude and a welcoming presence
• Strong written and verbal communication skills
• Professional attire required
• Ability to maintain confidentiality

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of Eckhardt Financial Group.
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Eckhardt Financial Groups' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Determine the need for future access to Wealthscape.  All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.