Receptionist

Collinsville, OK - USA

Hourly Salary: $ 19 - 21

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

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.

Were 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: MondayFriday 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 nations 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 candidates background will be made to complete the hiring/contracting 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 firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience:

Junior IC

SummaryEckhardt 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-p...

Summary

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