Administrative Assistant

Thrivent Financial; Inverness (IL); On-site; USD 25,000 - 28,000; Part time

Job summary

Lake Cook Group is seeking an Administrative Assistant to support daily operations of the practice. The role involves answering phones, greeting members, handling mail and emails, ordering supplies, and maintaining the contact management system.

You will assist Financial Advisors with meeting prep and follow-up, and provide back-up support for non-licensed tasks. This is a 1099 part-time position (20 hours/week) with compensation of $18-$20 per hour.

Qualifications

• Previous administrative/secretarial experience preferred.
• Strong computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn.
• Ability to handle multiple tasks and maintain high quality of work while interrupted.

Responsibilities

• Answer incoming telephone calls and respond to requests for information.
• Greet and assist members/clients as they arrive.
• Sort and distribute mail; manage practice email and communications.
• Order and stock office supplies; support daily operations.
• Update contact management system with client/member information.
• Assist Advisors in meeting preparation and follow-up.
• Provide back-up support for non-licensed tasks as needed.
• Participate in business planning processes.

Skills

Administrative experience

MS Office

Multitasking

Tools

Microsoft Word

Excel

PowerPoint

Job description

SummaryThis position provides administrative support to Lake Cook 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 Lake Cook Group.This is a 1099 position, 20 hours a week. Compensation is $18-20/hr.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls and responds to requests for informationPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsUpdate the contact management system with client/member contact and preference informationAssist Financial Advisors in the preparation and follow up for the client/member meetingsProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededParticipates in the business planning processCompletes other miscellaneous tasks as assignedPosition QualificationsPrevious administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Lake Cook Group'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.