Administrative Assistant

Thrivent; Dickinson (ND); Presencial; USD 28.000 - 30.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

PTO

Simple IRA with match

Descripción de la vacante

Infinity Financial Advisors in Dickinson, ND, is seeking a part-time Administrative Assistant to support daily operations, answer phones, greet members, manage mail, and assist with routine reports and projects. This in-office role offers 30-35 hours weekly and growth opportunities within the team.

You will update the client contact system, schedule meetings with Advisors, track expenses, and provide backup support as needed.

Formación

• Previous administrative/secretarial experience desired.
• Strong phone skills and clear communication.
• Proficient in Microsoft Office with ability to learn tools quickly.
• Ability to manage multiple tasks with accuracy and discretion.
• Understanding of confidential information and professional integrity.

Responsabilidades

• Handle incoming calls and respond to information requests.
• Greet members and manage in-office interactions.
• Process mail, maintain office supplies, and prepare routine documents.
• Coordinate routine correspondence, reports, and special projects.
• Update contact management system and schedule meetings for Advisors.
• Track expenses and assist with practice bill paying.

Conocimientos

Administrative experience

Phone skills

Microsoft Word

Microsoft Excel

PowerPoint

Organization

Multitasking

Confidential information handling

Herramientas

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

SummaryThis position provides administrative support to Infinity Financial Advisors. 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 Infinity Financial Advisors.This part-time role is in-office out of Dickinson, ND, offering 30-35 hours weekly. Compensation is $20-22/hr. depending upon experience. PTO and Simple IRA with match available. Health benefits are not provided.The practice is looking for someone eager to grow their career and take on increasing responsibilities as part of the team.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls to Infinity Financial Advisors and responds to requests for informationOversee all practice social mediaPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsUpdate the contact management system with client/member contact and preference informationAssist Financial Advisors in the preparation and follow up for the client/member meetingsTracks practice expenses and oversee the practice bill payingProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededParticipates in the business planning processCompletes other miscellaneous tasks as assignedPosition QualificationsPrevious administrative/secretarial experience desiredStrong phone skillsStrong 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 Infinity Financial Advisors our products and services, and Thrivent FinancialCompetenciesCommunicationInterpersonal SkillsCustomer FocusPlanning/OrganizingTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of Infinity Financial AdvisorsMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Infinity Financial Advisors' 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.