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Receptionist
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Carter Financial Group, Inc.
Barrington, IL (In Person)
$42,640 Salary, Full-Time
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Job Description
Receptionist Carter Financial Group, Inc. - Downtown Barrington, IL $21/hour | Flexible Schedule | Part-Time or Full-Time Options Available Join our close-knit, boutique financial planning and investment management firm in the heart of charming downtown Barrington! With a small team of 7 dedicated professionals, we provide personalized wealth management and financial planning services to individuals and families. We're seeking an energetic, personable, and highly organized Receptionist to be the welcoming first impression of our firm and keep our office running smoothly. Primary Responsibilities
- Answer incoming calls with warmth and professionalism, direct them appropriately, and assign follow-up tasks to team members as needed
- Greet clients and visitors in person, creating a positive and professional experience from the moment they arrive
- Schedule and manage client appointments efficiently using our calendar system
- Handle general office administration (filing, data entry, scanning/uploading documents, etc.)
- Sort and distribute incoming mail
- Provide flexible support to advisors and team members on various projects and tasks as they arise What We're Looking For
- A naturally sociable, adaptable, and positive personality - someone who genuinely enjoys interacting with people
- Strong attention to detail and exceptional organizational skills
- Basic to intermediate computer proficiency (comfortable learning new systems quickly)
- Solid working knowledge of Microsoft Office (Outlook, Word, Excel)
- Previous receptionist, administrative, or customer service experience is a plus, but enthusiasm and fit matter most! Why Join Us?
- Flexible hours: Core office hours are 9:00 AM - 5:00 PM, Monday through Friday (40 hours/week total). We're open to one full-time person or splitting the role between two part-time employees - your preference!
- Competitive starting pay of $21 per hour
- 401(k) plan participation
- Paid time off
- Work in a friendly, low-stress environment in a beautiful downtown location with great local amenities If you're outgoing, reliable, and thrive in a supportive small-team setting where your contributions make a real difference every day, we'd love to hear from you!