Administrative Assistant

thrivent

East Grand Forks (MN)

On-site

USD 25,000 - 28,000

Part time

10 days ago
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Job summary

Thrivent Financial seeks a part-time Administrative Assistant to support Ellen Honek and the practice, handling phones, greeting members, and mail, while using Thrivent systems to assist client relations.

This in-office position requires 16 hours per week with a pay range of $18.00 to $20.00 per hour, depending on qualifications and experience. The role reports to Ellen Honek and contributes to the member experience.

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 Thrivent Financial and its products/services.

Responsibilities

  • Handles incoming telephone calls and responds to information requests.
  • Maintains office supplies and processes mail.
  • Prepares routine correspondence, reports, and projects.
  • Supports projects and administration of programs.
  • Schedules meetings with clients/members for Financial Advisors.

Skills

Administrative experience
Computer aptitude
Multitasking
Confidential information handling
Product/Thrivent knowledge

Tools

Microsoft Word
Excel
PowerPoint

Job description

Summary

This position provides administrative support to Ellen Honek. 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 Ellen Honek.

This is a part-time, in-office position requiring 16 hours per week. Compensation ranges from $18.00 to $20.00 per hour, depending on qualifications and experience.

Job Description
Position Roles/Responsibilities/Accountabilities
  • Handles incoming telephone calls to Ellen Honek 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
  • 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 oversees 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 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 practice
  • 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 Ellen Honek'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.

Determine the need for future access to Wealthscape. 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.

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