Administrative Assistant

Genesis Financial Consultants is an independent financial services practice of Thrivent Financial, taking a broad-based approach to help clients achieve multiple financial goals. We assist clients in analyzing their current situation, developing in-depth financial programs, and implementing integrated financial strategies. Thrivent Financial is a faith-based, not-for-profit financial services organization serving approximately 2.6 million clients as the nation's largest fraternal benefit society.

About the role

This position provides approximately 30 hours per week of administrative support to Michael Buric and The Genesis Financial Consultants. The role is critical to our client experience and requires a friendly, upbeat demeanor. You will support the daily operations of the practice, including client interactions, office management, and use of Thrivent Financial computer systems.

Responsibilities

• Handle incoming telephone calls and respond to requests for information
• Perform routine administrative duties such as maintaining office supplies, data entry, and processing mail
• Prepare routine correspondence, reports, and special projects
• Support projects, administration of various programs, and processing functions as needed
• Drive client-facing activity by scheduling meetings with clients on behalf of Financial Advisors
• Update the contact management system with client contact and preference information
• Assist Financial Advisors in preparation and follow-up of client meetings
• Provide back-up support on non-licensed tasks for other staff members as needed
• Complete other miscellaneous tasks as assigned

Requirements

• Previous administrative or secretarial experience desired
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive and confidential information
• Commitment to communicating and providing exceptional customer service
• Basic understanding of Thrivent Financial’s products and services

Skills

• Planning and organizing
• Detail-oriented
• Client focus
• Communication
• Interpersonal skills
• Teamwork and collaboration
• Adaptability and flexibility

Pay

$22–30 per hour

A background verification and fingerprint submission to the FBI will be required as part of the hiring process. All persons with access to Wealthscape are deemed Access Persons and must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at designated firms.