Administrative Assistant

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

Job summary

Thrivent Financial in Louisville, KY seeks an Administrative Assistant to provide essential front-office support. You will handle phones, greet members, manage mail, and support daily operations.

The role requires dependable, friendly service and efficient use of Thrivent systems to support client relations and practice activities. Responsibilities include scheduling client meetings, updating contact records, assisting advisors with meeting prep, and contributing to events and social media

Qualifications

• Previous administrative/secretarial experience is desired.
• Strong customer service orientation and professional communication.
• Good organization and ability to manage multiple tasks.

Responsibilities

• Handle inbound calls and respond to information requests.
• Perform routine admin duties: maintain supplies, process mail.
• Prepare routine correspondence and reports; assist with special projects.
• Support program administration and client/member meeting scheduling.
• Update contact management system with client/member data.
• Provide back-up support for tasks without licensing requirements.
• Assist advisors in meeting prep and follow-up with clients.
• Plan events and assist with social media marketing for the practice.

Skills

Administrative experience

Customer focus

Communication

Teamwork

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM software

Job description

SummaryThis 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 DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls to and responds to requests for informationPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares 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 AdvisorsUpdate the contact management system with client/member contact and preference informationUnlicensed Investment Operations supportAssist Financial Advisors in the preparation and follow up for the client/member meetingsEvent planning and Social Media marketingProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededCompletes 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 of our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the practiceMust be able to represent the organization in work with external clientsMust 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.