Administrative Assistant

Thrivent; Fergus Falls (MN); On-site; USD 33,062 - 44,083; Part time

Benefits offered by this job

PTO

Vacation time

Job summary

Lamplight Advisor Group in Fergus Falls, MN, is seeking an Administrative Assistant to support the practice’s daily operations. The role requires a friendly, upbeat demeanor and handles phones, greeting members, mail, supplies, and program administration.

The position is in-office, part-time (24–32 hours/week) with pay from $18–$20 per hour. PTO/vacation are offered, with opportunities for growth within the practice.

Qualifications

• Previous administrative/secretarial experience preferred.
• Strong computer skills; proficient with Word, Excel, and PowerPoint or ability to learn them.
• Ability to multitask and maintain high quality work with frequent interruptions.
• Ability to handle sensitive/confidential information with integrity.
• Basic understanding of Lamplight Advisor Group, Thrivent Financial.

Responsibilities

• Answer incoming calls and respond to information requests for Lamplight Advisor Group.
• Perform routine admin duties such as maintaining office supplies and processing mail.
• Prepare or coordinate routine correspondence, reports, and projects.
• Support programs and processing functions as needed.
• Schedule meetings with clients/members for Financial Advisors.
• Update contact management system with client/member information.
• Assist Advisors with meeting prep and follow-up.
• Track expenses and oversee practice bill paying.
• Provide back-up support for non‑licensed tasks as needed.
• Participate in business planning and complete miscellaneous tasks.

Skills

Administrative/secretarial experience

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Multitasking

Confidentiality

Communication

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

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 answering the phones, greeting members, handling postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs to support client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Lamplight Advisor Group.

Position Details

In-office location: Fergus Falls, MN.

Part-time: 24–32 hours per week. Hourly compensation: $18–$20 per hour.

PTO and vacation time are offered.

Opportunity for growth within the practice.

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 routine correspondence, reports, and special projects of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Drives client/member facing activity by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Updates the contact management system with client/member contact and preference information
• Assists Financial Advisors in the preparation and follow-up for client/member meetings
• Tracks practice expenses and oversees practice bill paying
• Provides back-up support on non‑licensed or non‑registered tasks 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 them
• 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, its 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 organizations

Compliance

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 firm’s designated brokerages by TIMI.