Administrative Assistant

Thrivent; Louisville (KY); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

PTO

Holiday benefits

Job summary

Thrivent in Louisville, KY seeks an Administrative Assistant to support Liz Trotter. This full-time, in-person role handles phones, member greetings, mail, supplies, and Thrivent Financial systems, contributing to a positive member experience.

You will assist advisors, schedule meetings, manage contact data, support events and social media, and perform routine office tasks while handling confidential information. PTO and Holiday are provided; compensation is $18-20/hr.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude and knowledge of Microsoft Office.
• Ability to handle multiple tasks and maintain high quality work.
• Ability to maintain confidentiality of sensitive information.

Responsibilities

• Answers phones and greets members.
• Processes mail and handles office supplies.
• Prepares routine correspondence, reports, and projects.
• Supports programs and administrative functions as needed.
• Schedules meetings and coordinates client/member activities for advisors.
• Updates contact management system with client data.
• Provides back-up support for tasks without licensing requirements.
• Event planning and social media marketing.

Skills

Administrative experience

Microsoft Word

Excel

PowerPoint

Time management

Tools

Microsoft Office

Job description

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 organizations

As 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.