Administrative Assistant

Thrivent Financial; Irvine (CA); On-site; USD 41,000 - 55,000; Full time

Benefits offered by this job

PTO

Holiday pay

Job summary

Thrivent Financial's Mountain Financial Group in Irvine seeks an Administrative Assistant to provide essential in-office support. The role handles phones, mail, scheduling with Financial Advisors, and daily clerical tasks.

This full-time, 8am-5pm position offers growth opportunities and a compensation of $48,000 annually with PTO and Holiday pay. You'll maintain client contact records, process expenses, and assist project administration while upholding confidentiality and professionalism in a

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.

Responsibilities

• 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 oversees 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.

Skills

Planning/Organizing

Communication

Customer Focus

Interpersonal Skills

Teamwork

Adaptability

Microsoft Word

Excel

PowerPoint

Administrative experience

Tools

Microsoft Office Suite

Job description

## Administrative AssistantApply: CA - Irvine: Full time: Posted Today: REQ-48320**Summary**This 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 full time, Monday - Friday. Hours will be 8 a.m. to 5 p.m. Compensation is $48,000 annually dependent upon experience. Benefits include: PTO and Holiday pay. This is an in-person position at the local Irvine office with opportunities for growth.**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 oversees 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 , 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 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.*