Administrative Assistant

Thrivent Financial; Kansas City (MO); On-site; USD 28,000 - 33,000; Full time

Job summary

Thrivent Financial's Clear Compass Financial Group seeks an Administrative Assistant to support daily office operations in the Tiffany Springs area (64153). The role is in-office, Mon-Fri, 8:00 AM–4:30 PM, with pay between $20–$24 per hour.

The position supports client relations and basic administrative tasks. The role involves assisting financial representatives, scheduling meetings, managing mail and contact records, and providing essential back-office support to ensure a smooth member

Qualifications

• Administrative/secretarial experience preferred.
• Strong computer skills with Microsoft Office.
• Ability to multitask and maintain high quality work.

Responsibilities

• Assist financial representatives in preparing and following up for client meetings.
• Provide back-up support for non-licensed tasks as needed.
• Prepare routine correspondence, reports, and special projects.

Skills

Administrative skills

Scheduling

Customer service

Communication

Interpersonal skills

Teamwork

Organizational skills

Education

Admin experience

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

SummaryClear Compass Financial Group helps members work toward their financial goals through comprehensive planning and integrated financial strategies. As part of Thrivent Financial, a faith-based, not-for-profit financial services organization serving approximately 2.6 million members, we help people make informed financial decisions while supporting stronger communities through member programs and charitable outreach.Position summary:This position provides administrative and organizational support to Clear Compass Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor and a well-organized person. 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 Clear Compass Financial Group.Hours for this position are Monday - Friday - 8:00-4:30. Compensations is between $20-24/hr. This is an in-office position. This position will be in the Tiffany Springs area (Zip Code 64153).Job DescriptionPosition Roles/Responsibilities/AccountabilitiesAssist Financial representatives 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 neededPrepares 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 RepresentativesHandles incoming telephone calls responds to requests for informationPerforms routine administrative duties such as maintaining office supplies and processing mailUpdate the contact management system with client/member contact and preference informationTracks practice expenses and oversees the practice bill payingParticipates in the business planning processAssisting with the conversion of paper files to electronic filesCompletes 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 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 the practice'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.