Administrative Assistant

Thrivent Financial; Fergus Falls (MN); On-site; USD 24,796 - 27,552; Part time

Job summary

Thrivent Financial's Lamplight Advisor Group in Fergus Falls, MN is seeking an Administrative Assistant for part-time in-office work 24-32 hours weekly. You will support daily operations, answer phones, greet members, handle mail and coordinate with Financial Advisors and staff.

The role requires a friendly, upbeat demeanor and strong computer skills (Word, Excel, PowerPoint). Prior admin/secretarial experience is preferred; training provided, with opportunities for growth.

Qualifications

• Previous administrative/secretarial experience desired.
• Proficient with Microsoft Word, Excel, PowerPoint or able to learn.
• Ability to manage multiple tasks with interruptions and maintain quality.
• Ability to handle confidential information.

Responsibilities

• Handles incoming telephone calls and responds to information requests.
• Maintains office supplies and processes mail.
• Prepares routine correspondence, reports and standard projects.
• Supports projects and administration of programs as needed.
• Drives client/member facing activity by scheduling meetings for advisors.
• Updates the contact management system with client information.
• Assists advisors in meetings preparation and follow-up.
• Tracks practice expenses and assists with bill paying.
• Provides back-up support and participates in business planning.
• Completes other miscellaneous tasks as assigned.

Skills

Administrative experience

Microsoft Word

Excel

PowerPoint

Confidentiality

Job description

## Administrative AssistantApplylocations: MN - Fergus Fallstime type: Part timeposted on: Posted Yesterdayjob requisition id: REQ-47555**Summary**This position provides administrative support to Lamplight Advisor 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 Lamplight Advisor Group. This is an in-office position out of the Fergus Falls, MN office. Part-time: 24-32 hours. Compensation for this position is $18-20/hr. PTO and Vacation time offered. There is opportunity for growth within the practice.**Job Description****Position Roles/Responsibilities/Accountabilities*** Handles incoming telephone calls to Lamplight Advisor Group 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 Lamplight Advisor 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 Lamplight Advisor Group* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizationsAs part of Lamplight Advisor Group 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.*