Administrative Assistant

Thrivent Financial for Lutherans; Camp Hill (Cumberland County); Presencial; USD 23.000 - 32.000; Jornada completa

Descripción de la vacante

Fusion Financial Group is seeking an Administrative Assistant to provide essential support to two senior partners, answer phones, greet members, and manage daily operations in person in Camp Hill, PA. The role requires a friendly, upbeat demeanor and familiarity with Microsoft Office.

The position is 30-40 hours per week with compensation at $20/hr and requires in-person presence. Applicants should be capable of handling confidential information and supporting the team across various programs.

Formación

• Previous administrative/secretarial experience.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Ability to manage multiple tasks with interruptions.
• Ability to handle confidential information with integrity.
• Understanding of Thrivent Financial products is a plus.

Responsabilidades

• Calendar management and scheduling for two senior partners.
• Answers/handles incoming telephone calls and requests for information.
• Maintains office supplies and processes mail.
• Prepares routine correspondence, reports, and projects.
• Updates contact management system with client/member information.
• Assists Financial Advisors in client meetings preparation and follow-up.
• Provides back-up support for non-licensing tasks.
• Performs miscellaneous tasks as assigned.

Conocimientos

Administrative support

Secretarial experience

Multitasking

Confidentiality

Client knowledge

Herramientas

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

Summary

This position provides administrative support to Fusion Financial Group. This role is critical to our 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 l reports to and is employed by Fusion Financial Group.

This position is 30-40 hours a week. Compensating at $20/hr. This is an in-person position.

Job Description

Position Roles/Responsibilities/Accountabilities

• Calendar management and scheduling for two senior partners
• 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
• 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 team
• 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 Fusion Financial Group's 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.