Join our team
Position Title: Full-Time Office Professional
Location: 116 N Main St, Altamont, IL 62411
Organization Overview:
Eckhardt Financial Group is an independent financial services practice under Thrivent Financial, a Fortune 500 financial services organization, and the nation’s largest fraternal benefit society, managing assets worth over $179 billion. We are dedicated to providing quality financial advice and empowering our clients to secure their financial futures.
Position Summary:
We are seeking motivated individuals to join our team. As a vital member of our office, you will contribute to shaping our clients' experience. This role requires a friendly, upbeat, and professional demeanor. Working hours are Monday to Thursday, 8:00 AM to 4:00 PM, and Friday, 8:30 AM to 12:00 PM.
Responsibilities Include:
- Ensuring the reception area and conference rooms are prepared for client meetings
- Warmly greeting and welcoming clients
- Maintaining office security protocols
- Assisting with phone inquiries
- Updating Customer Relationship Management (CRM) systems
- Coordinating follow-up tasks after client meetings
- Supporting marketing efforts, including social media and website updates
- Assisting with special event planning
- Managing office supplies and inventory
- Handling daily mail and deliveries
- Performing general clerical duties such as scanning, photocopying, and faxing
- Other tasks as assigned
Qualifications:
- Previous administrative or office management experience
- Proficiency in Microsoft Outlook, Word, and Excel
- Ability to multitask and meet deadlines in a fast-paced environment
- Self-motivated team player with a positive attitude
- Excellent written and verbal communication skills
- Professional attire and demeanor
- Ability to maintain confidentiality
- Life and Health Insurance Producer license preferred but not required
- Willingness to undergo background check and fingerprinting
Compensation Package:
- Competitive salary based on experience
- 401K Plan with 5% Match
- Health insurance coverage
- Performance-based bonuses
- Opportunities for annual pay increases
- 10 Paid Holidays
- Lucrative Longevity Bonuses
- Paid time off
- Professional development support
- The opportunity to advance within a fast-growing, professional team
We are a dynamic team of 20 individuals committed to providing top-notch service and going the extra mile for our clients. If you share our dedication and values, we invite you to apply by emailing your resume with salary expectations EckhardtFinancialGroup@Thrivent.com