Administrative Assistant

Position Roles/Responsibilities/Accountabilities

• Greet clients, manage incoming calls, assist walk-ins, and respond to client requests
• Open and prepare the office daily; maintain a welcoming, professional environment
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• 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
• Calendar management for lead advisors
• Update the contact management system with client/member contact and preference information
• Aid Financial Advisors in the preparation and follow up for the client/member meetings
• Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Complete other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• Previous experience in financial services, wealth management, or professional services
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Docusign, Salesforce) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Basic understanding of our products and services, and Thrivent Financial

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 Rice Creek Group
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations