Administrative Assistant

Thrivent Financial; Centennial (CO); On-site; USD 30,000 - 37,000; Full time

Job summary

Panorama Group, supported by Thrivent Financial, seeks an Administrative Assistant to provide front-office support in an in-office role in Centennial, Colorado. The position is 20 hours per week with a day shift and compensation of $22–$27 per hour, dependent on experience.

The role involves handling phone calls, greeting members, distributing mail, ordering supplies, and supporting client relations through Thrivent Financial systems.

Qualifications

• Previous admin/secretarial experience preferred.
• Proficiency with MS Office (Word/Excel/PowerPoint) and ability to learn new systems.
• Ability to handle confidential information with discretion.

Responsibilities

• Answer and triage incoming calls and messages.
• Greet and assist members/clients in person.
• Handle/distribute postal mail and practice email.
• Order office supplies and maintain inventory.
• Update CRM systems and maintain files (physical or electronic).
• Input checks into blotter and client posting sheets.
• Maintain Lead advisor calendar and coordinate meetings.

Skills

Administrative support

Phone handling

Scheduling

Tools

Microsoft Word

Excel

PowerPoint

Job description

SummaryThis 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 DescriptionPosition Roles/Responsibilities/AccountabilitiesSupport the lead advisor with variety of functions and tasksInterfaces with clients extensively to coordinate meetings, mailings, and other communications.Answer and triage all incoming calls and messages appropriatelyMaintain client correspondence including mailing lists, card lists, compliance and marketing mailingsDocument client meetings and prefill applications, paying careful attention to detail and accuracyMaintain adequate office supplies and professional appearance of the office areasMaintain the Lead advisor’s calendarUpdate CRM systems as needed and maintain physical or electronic file systemsInput checks received into the blotter and on client posting sheetsPosition QualificationsPrevious administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of Panorama Group, our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs 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.