Administrative Assistant

Thrivent Financial; Lexington (KY); On-site; USD 37,000 - 42,000; Full time

Benefits offered by this job

PTO

Holiday pay

Job summary

Thrivent Financial in Lexington, KY is seeking an Administrative Assistant to support Liz Trotter and the practice's daily operations.

Responsibilities include answering phones, greeting members, scheduling meetings, managing mail and supplies, and updating systems. The role requires a friendly, upbeat demeanor and is an in-person, full-time position with compensation $18-20/hr and PTO/holidays as benefits.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude and ability to learn Microsoft Office suite.
• Excellent communication and interpersonal skills.
• Ability to multitask and maintain high-quality work under interruptions.

Responsibilities

• Handle incoming calls and information requests.
• Maintain office supplies and process mail.
• Prepare routine correspondence, reports, and projects.
• Support programs and manage client/member meeting scheduling.
• Update CRM/contact system with client information.
• Assist Financial Advisors in meeting prep and follow-up.
• Plan events and contribute to social media marketing.
• Provide backup for non-licensed tasks as needed.

Skills

Admin experience

Customer focus

Communication

Teamwork

Adaptability

Tools

Microsoft Word

Excel

PowerPoint

Job description

## Administrative AssistantApplylocations: KY – Lexingtontime type: Full timeposted on: Posted Todayjob requisition id: REQ-47888**Summary**This position provides administrative support to Liz Trotter. 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 Liz Trotter. This is a full-time in person position. Compensation $18-20/hr. PTO and Holiday are the only benefits provided.**Job Description****Position Roles/Responsibilities/Accountabilities*** Handles incoming telephone calls to 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* Unlicensed Investment Operations support* Assist Financial Advisors in the preparation and follow up for the client/member meetings* Event planning and Social Media marketing* Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed* 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 Liz Trotter'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.*