Administrative Assistant

Thrivent Financial; Kansas City (MO); On-site; USD 42,000 - 50,000; Full time

Job summary

Thrivent Financial is seeking an Administrative Assistant in the Tiffany Springs area (Zip 64153) to support Clear Compass Financial Group. This in-office role handles phones, welcomes members, mails, orders supplies, and uses Thrivent systems for client relations.

Hours are Monday–Friday 8:00–4:30 with pay between $20–24/hr. The position requires a friendly, organized individual able to manage multiple tasks and maintain confidentiality.

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.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• Assist Financial Representatives in client/member meeting preparation and follow-up.
• Provide back-up support for tasks not requiring licensing/registration.
• Prepare routine correspondence, reports, and special projects.
• Schedule meetings with clients/members and drive client-facing activity for the practice.
• Handle incoming calls and respond to information requests.
• Update the contact management system with client/member information; track expenses and assist with bill paying.
• Participate in business planning and assist with paper-to-electronic file conversions.

Skills

Communication

Interpersonal skills

Teamwork

Planning & organizing

Adaptability

Customer focus

Tools

Microsoft Word

Excel

PowerPoint

Job description

SummaryWe take a broad-based approach to helping our members achieve multiple financial goals. Clear Compass Financial Group helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.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.