Administrative Assistant

Thrivent; 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. You will answer phones, greet members, handle mail, order supplies, and use Thrivent Financial systems to support client relations. This 1099, 20 hours/week role offers $18–$20 per hour and reports to Lake Cook Group.

Prior admin/secretarial experience is preferred. Strong computer skills (Word, Excel, PowerPoint) and ability to multitask while maintaining confidentiality are essential.

Qualifications

• Previous administrative/secretarial experience desired
• Strong technical computer aptitude and knowledge of business tools
• Ability to handle multiple tasks and maintain quality under interruptions
• Basic understanding of Thrivent Financial products and services

Responsibilities

• Handles incoming telephone calls and responds to information requests
• Maintains office supplies and processes mail
• Prepares routine correspondence, reports, and projects
• Supports programs and administrative functions as needed
• Schedules client/member meetings and drives front-desk activity
• Updates contact management system with client/member details
• Assists Financial Advisors with meeting prep and follow-up
• Provides back-up support for non-licensing tasks
• Participates in business planning and miscellaneous tasks

Skills

Administrative experience

Communication

Customer focus

Teamwork

Adaptability

Tools

Microsoft Word

Excel

PowerPoint

Job description

Summary

This 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 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


• 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 team


• 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 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.