Administrative Assistant

Thrivent Financial; Irvine (CA); On-site; USD 33,000 - 34,000; Part time

Benefits offered by this job

5 days PTO

Holiday pay

Job summary

Thrivent Financial in Irvine is seeking a part-time Administrative Assistant to support Mountain Financial Group. This role handles phones, welcomes members, coordinates mail, and supports daily operations in person.

The ideal candidate is reliable, detail-oriented, proficient with Microsoft Office, and comfortable handling confidential information while assisting Financial Advisors with meetings and follow-ups.

Qualifications

• Previous administrative/secretarial experience.
• Strong computer skills and ability to learn Thrivent Financial systems.
• Ability to manage multiple tasks with frequent interruptions.
• Ability to handle confidential information with integrity.

Responsibilities

• Answer incoming telephone calls and respond to inquiries.
• Meet and greet members.
• Handle and distribute postal mail and practice emails.
• Order supplies and manage office inventory.
• Schedule client meetings and update contact management system.
• Assist Financial Advisors with meeting preparation and follow-up.
• Track practice expenses and oversee bill payments.
• Provide back-up support for non-licensed tasks as needed.

Skills

Administrative support

Customer service

Multi-tasking

Tools

Microsoft Word

Excel

PowerPoint

CRM software

Job description

SummaryThis position provides administrative support to Mountain Financial 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 Mountain Financial Group.This position is 20 hours a week working Monday - Friday. Start time can be as early as 8 a.m. and end time as late as 2 p.m. - schedule to be consistent and set hours. Compensation is $24-25/hr dependent upon experience. Benefits include: 5 days PTO and Holiday pay.This is an in-person position at the local Irvine office with opportunities for growth.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 meetingsTracks practice expenses and oversees the practice bill payingProvides 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 practiceMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Mountain Financial 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.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.