Administrative Assistant

Position summary

This position administrative support to Jason Brisco. This position serves as a resource to Financial Representatives and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned.

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls and responds to requests for information
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
• Updates the contact management system with client/member contact and preference information
• Affords assistance to Financial representative in the preparation and follow up for the client/member meetings
• Collaborates with financial associates to assist client with product changes
• Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
• Verbal or written communications with prospective or existing customers regarding financial matters

Position Qualifications

• Previous administrative/secretarial experience desired
• If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products
• Demonstrated customer service orientation/experience, 2+ years preferred
• 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 a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services, and Thrivent 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 the Dakota Valley Associates
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations