Administrative Assistant

thrivent; Centennial (CO); On-site; USD 30,000 - 37,000; Part time

Job summary

Panorama Group in Centennial, CO is seeking an Administrative Assistant to support daily operations for our practice. This in-office role is 20 hours per week, daytime shift, with compensation of $22-27/hr based on experience.

You will assist with phones, meetings, mailings, CRM updates, and document handling, reporting to the financial advisors. We value strong computer skills (Word, Excel, PowerPoint), confidentiality, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude with MS Office.
• Ability to handle multiple tasks with high quality.
• Maintain confidentiality of sensitive information.
• Basic understanding of Panorama Group and Thrivent Financial.

Responsibilities

• Support the lead advisor with a variety of tasks.
• Coordinate meetings, mailings, and client communications.
• Answer and triage incoming calls and messages.
• Maintain client correspondence, mailing lists, and compliance mailings.
• Document client meetings and prefill applications with accuracy.
• Manage office supplies and keep the office area professional.
• Maintain the Lead advisor's calendar and CRM updates.
• Input checks into blotter and client posting sheets.

Skills

Administrative experience

Multitasking

Confidential information handling

MS Office proficiency

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Summary

This position provides administrative support to Panorama 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 reports to and is employed by the financial advisors.

This is an in-office position, working 20 hours a week (day shift). Compensation is $22-27/hr dependent upon experience.

Job Description

Position Roles/Responsibilities/Accountabilities

• Support the lead advisor with variety of functions and tasks
• Interfaces with clients extensively to coordinate meetings, mailings, and other communications.
• Answer and triage all incoming calls and messages appropriately
• Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings
• Document client meetings and prefill applications, paying careful attention to detail and accuracy
• Maintain adequate office supplies and professional appearance of the office areas
• Maintain the Lead advisor's calendar
• Update CRM systems as needed and maintain physical or electronic file systems
• Input checks received into the blotter and on client posting sheets

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 Panorama Group, 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 Panorama 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.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.