Administrative Assistant

Thrivent Financial for Lutherans; Alexandria (MN); Vor Ort; USD 23.000 - 32.000; Teilzeit

Zusammenfassung

Thrivent Financial for Lutherans in Alexandria, MN is seeking an Administrative Assistant to support three practices. This part-time role (24 hours, 3 days/week) involves answering phones, greeting members, handling mail, and assisting Financial Advisors with client meetings.

The position requires reliable administrative experience, strong computer skills, and the ability to manage multiple tasks with confident discretion. A friendly, upbeat demeanor is essential for member experience.

Qualifikationen

• Administrative/secretarial duties experience preferred.
• Proficient with Microsoft Office suite or equivalent.
• Ability to multitask and maintain quality under interruptions.
• Ability to handle confidential information with discretion.
• Familiarity with Thrivent Financial products or services is a plus.

Aufgaben

• Answer phones and greet members.
• Manage mail and practice email distribution.
• Prepare routine correspondence, reports, and projects.
• Support programs and various administrative functions.
• Schedule client/member meetings for Financial Advisors.
• Update the contact management system with client/member information.
• Assist Advisors with meeting preparation and follow-up.
• Provide back-up support on non-licensed tasks.

Kenntnisse

Administrative experience

Multitasking

Discretion/Confidentiality

Communication

Customer focus

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

Summary

This position provides administrative support to three practices in the Alexandria. This role is critical to member experience and requires a friendly, upbeat demeanor. The incumbent 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 Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by multiple financial advisors.

This is a W2 position, compensating $20. This position is part-time, 24 hours, 3 days a week.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to 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
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
• Update the contact management system with client/member contact and preference information
• Assist Financial Advisors 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
• Completes other miscellaneous tasks as assigned

Position 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, 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 teams
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of the recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.