Administrative Assistant

Thrivent Financial; Marriottsville (MD); Presencial; USD 25.000 - 28.000; A tiempo parcial

Descripción de la vacante

Thrivent Financial in Maryland is seeking an Administrative Assistant to provide in-office, part-time support for the Liberty Team. The role offers 15-20 hours per week with growth potential and pays $18-20 per hour.

Responsibilities include scheduling client meetings, preparing routine correspondence, maintaining the CRM, and assisting Financial Advisors with meeting follow-ups. This position requires discretion with confidential information and strong computer skills.

Formación

• Previous administrative/secretarial experience desired.
• Proficient with Word, Excel, PowerPoint and able to learn new tools.
• Understand Liberty Team, our products and Thrivent Financial.
• Ability to manage multiple tasks with high quality amid interruptions.

Responsabilidades

• Drive client/member facing activity by scheduling meetings for the practice’s Financial Advisors.
• Prepare or coordinate routine correspondence, reports and special projects.
• Support programs, administration of various programs, and processing functions.
• Update the contact management system with client/member contact and preferences.
• Assist Advisors in preparation and follow-up for client/member meetings.
• Provide back-up support on tasks requiring no licensing/registration.
• Complete other miscellaneous tasks as assigned.

Conocimientos

Administrative/secretarial experience

Strong communication skills

Multitasking ability

Discretion and confidentiality

Herramientas

Microsoft Word

Excel

PowerPoint

Descripción del empleo

SummaryThis position provides administrative support to Liberty Team. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice. 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 The Liberty Team.This is a part-time in office position working 15-20 hours a week with opportunity for hours to grow in the future. Compensation for this position is $18-20/hr.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesDrive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsPrepares 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 neededUpdate the contact management system with client/member contact and preference informationAssist Financial Advisors 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 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 Liberty Team, our products and services, and Thrivent FinancialCompetenciesStrong Phone Presence and Communication SkillsPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the Liberty 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 Liberty Team'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.