Receptionist Job at Evergreen Wealth Strategies in Centralia

About Us: Evergreen Wealth Strategies is a financial services firm providing personal and business advisory and planning services. At Evergreen, we are dedicated to helping individuals, families, and businesses create long-term financial security. We believe in building lasting relationships through exceptional service and personalized financial guidance. We serve clients across the Midwest from two offices located in Centralia and Swansea, IL.

Position Overview: We are seeking a professional and welcoming Main Desk Receptionist to serve as the first and last point of contact for clients and visitors at our Centralia office. This role is essential to maintaining our client-focused environment by ensuring that all interactions are handled with warmth, professionalism, and efficiency.

Key Responsibilities:

• Greet clients and visitors in a courteous and professional manner.
• Answer and direct incoming phone calls promptly and accurately.
• Manage appointment scheduling, confirm upcoming appointments, and maintain advisors’ calendars.
• Handle incoming and outgoing mail, deliveries, and packages.
• Provide administrative support to team members, including data entry, client information follow-up, and document preparation.
• Ensure confidentiality of client information and adherence to compliance standards.
• Assist with internal communications and client service tasks as needed.
• Maintain a clean and organized reception area.

Qualifications:

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Minimum of 5 years experience in an office setting; previous receptionist or front-desk experience in a financial service, legal, accounting, dental, or medical office is strongly preferred.
• Background in a financial services environment is highly desirable.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Proficient in Microsoft Office Suite and ability to learn new systems.
• Ability to effectively multi-task in a high volume environment and maintain a calm, professional demeanor under pressure.

Compensation & Benefits:

• Monday - Thursday
• 8:00 am - 4:00 pm (8 hours paid)
• 2 weeks of paid vacation (8 days)
• Paid holidays
• 3% retirement match