Administrative Assistant

Thrivent Financial for Lutherans; Granite Falls (MN); On-site; USD 25,000 - 30,000; Part time

Benefits offered by this job

Part-time in office

Opportunity for growth

Compensation is $18-22/hr. dependent 

Job summary

Thrivent Financial for Lutherans in Granite Falls, MN, seeks an Administrative Assistant to support Benjamin Munsch and team. The role handles phones, greets members, mail, and practice logistics, using Thrivent systems to support client relations.

The position is part-time and in-office with growth opportunities, paying $18-22 per hour depending on experience. The Administrative Assistant reports to Benjamin Munsch and supports daily operations of the practice, including scheduling meetings and

Qualifications

• Previous administrative/secretarial experience desired
• Strong computer aptitude and knowledge of business tools (Word/Excel/PowerPoint) or ability to learn
• Ability to handle multiple tasks with quality during interruptions
• Ability to maintain confidentiality of information
• Basic understanding of Thrivent Financial services and products

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 programs and processing functions as needed
• Schedules client/member meetings and drives client/member facing activity for Advisors
• Updates contact management system with client/member details
• Assists Advisors in meeting preparation and follow-up
• Tracks practice expenses and oversees bill paying
• Provides back-up support for non-licensed tasks
• Participates in business planning
• Performs other miscellaneous tasks as assigned

Skills

Phone etiquette

Multitasking

Confidential information handling

Microsoft Word familiarity

Excel familiarity

PowerPoint familiarity

Tools

Microsoft Word

Excel

PowerPoint

Job description

Summary

This position provides administrative support to Benjamin Munsch and team. 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 Benjamin Munsch.

Perks of the role:

• Part-time and in office
• Opportunity for growth
• Compensation is $18-22/hr. dependent upon experience

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls 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 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 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 River Lakes Financial 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 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 Thrivent'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. 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.