Administrative Assistant

Thrivent Financial for Lutherans; Dickinson (ND); On-site; USD 28,000 - 30,000; Part time

Benefits offered by this job

PTO

Simple IRA with match

Job summary

Infinity Financial Advisors is seeking an Administrative Assistant to provide in-office support in Dickinson, ND. The role involves answering phones, greeting members, handling mail, ordering supplies, and supporting Advisors with meetings and client relations.

The position is part-time (30–35 hours/week), with pay between $20–22/hour. PTO and a Simple IRA with match are offered; health benefits are not provided. Growth opportunities exist within the team.

Qualifications

• Previous administrative/secretarial experience preferred.
• Strong phone skills and client-facing focus.
• Proficient with Microsoft Word, Excel, PowerPoint or quick learner.

Responsibilities

• Answer incoming calls and respond to information requests.
• Manage practice social media.
• Perform routine admin duties such as supplies and mail.
• Prepare routine correspondence and reports.
• Support projects and program administration.
• Schedule client/member meetings with Advisors.
• Update the contact management system with client details.
• Assist Advisors with meeting prep and follow-up.
• Track expenses and assist with bill paying.
• Provide back-up support and participate in business planning.
• Complete other miscellaneous tasks as assigned.

Skills

Administrative experience

Phone skills

Multitasking

Microsoft Word

Excel

PowerPoint

Tools

Microsoft Word

Excel

PowerPoint

Job description

Summary

This 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 Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Infinity Financial Advisors and responds to requests for information
• Oversee all practice social media
• 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
• Tracks practice expenses and oversee the practice bill paying
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Participates in the business planning process
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• Strong phone skills
• 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 Infinity Financial Advisors our products and services, and Thrivent Financial

Competencies

• Communication
• Interpersonal Skills
• Customer Focus
• Planning/Organizing
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of Infinity Financial Advisors
• 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 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.