Administrative Assistant

About the role

This position provides administrative support to a seasoned advisor and is critical to our member experience, requiring a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, reporting to and employed by the local advisor.

Responsibilities

• Handles incoming telephone calls and responds to requests for information
• Meets and greets members
• Handles and distributes postal mail and practice email
• 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 Advisors
• Updates the contact management system with client/member contact and preference information
• Assists Financial Advisor in the preparation and follow up for the client/member meetings
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Utilizes Thrivent Financial computer systems and programs in support of client relations
• Completes other miscellaneous tasks as assigned

Qualifications

• Previous administrative/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 a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services
• Must be willing to become licensed in the first 6 months (FINRA SIE/7/66 and WA L&H) which will be an immediate growth track

Skills

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

Pay

32 hours a week, compensating $38,200 to $43,200 based upon experience.

Benefits

• Medical benefit stipend
• Sick pay
• PTO
• Holiday pay