Administrative Assistant

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

Benefits offered by this job

5 days PTO

Holiday pay

Job summary

Mountain Financial Group in Irvine, CA is seeking an Administrative Assistant to support daily operations, greet members, answer phones, manage mail, and assist Financial Advisors.

This 20-hour-per-week in-person role offers growth opportunities, a schedule from 8 a.m. to 2 p.m., and compensation of $24–$25 per hour plus benefits including PTO and holiday pay.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer skills with Word, Excel and PowerPoint or ability to learn.
• Ability to multi-task and maintain high quality work during interruptions.
• Ability to handle confidential information with integrity.
• Basic understanding of Thrivent Financial's products and services.

Responsibilities

• Answers incoming telephone calls and responds to information requests.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• Prepares or coordinates routine correspondence, reports, and projects.
• Supports projects and various programs as needed.
• Schedules client/member meetings and updates contact management systems.
• Assists advisors with meeting prep and follow-up.
• Tracks practice expenses and assists with bill paying.
• Provides back-up support for non-licensed tasks.
• Participates in business planning and miscellaneous tasks.

Skills

Administrative support

Customer service

Multitasking

Communication

Tools

Microsoft Word

Excel

PowerPoint

Job description

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 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 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 organizations

As 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.