Administrative Assistant

Thrivent

Memphis (TN)

On-site

USD 42,981,000 - 53,726,000

Part time

38 hours ago
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Job summary

Thrivent Memphis practice seeks an Administrative Assistant to support Jim Cowgill and client relations. The role handles phones, greeting members, mail, supplies, and Thrivent systems, reporting to Jim Cowgill.

This part-time position is 30 hours per week, with compensation of $20–$25 per hour, depending on experience. No benefits are provided. A friendly, upbeat demeanor and confidentiality are required.

Qualifications

  • Previous administrative/secretarial experience desired.
  • Proficient with Microsoft Word, Excel, PowerPoint or ability to learn quickly.
  • Ability to manage multiple tasks and maintain high quality of work while handling confidential information.

Responsibilities

  • Handles incoming calls and responds to information requests.
  • Maintains office supplies and processes mail.
  • Prepares routine correspondence, reports and special projects.
  • Supports programs and administrative functions as needed.
  • Schedules meetings and seminars for client/members with Financial Advisors.
  • Updates contact management system with client/member information.
  • Assists Advisors in meeting preparation and follow-up.
  • Provides back-up support for tasks not needing licensing/registration.
  • Completes other miscellaneous tasks as assigned.

Skills

Administrative experience
Microsoft Word
Microsoft Excel
Multitasking
Confidential information handling

Tools

Microsoft Word
Microsoft Excel
PowerPoint

Job description

Summary

This position provides administrative support to Jim Cowgill. 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 Jim Cowgill.

This position is 30 hours a week working 3.5 days a week. Compensation is $20-25/hr dependent upon experience. No benefits provided for this part-time position.

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 and seminars with client/members on behalf of the practice’s Financial Advisors
  • Update the contact management system with client/member contact and preference information
  • Assist Financial Advisors in the preparation and follow up for the client/member meetings
  • 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 team
  • 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 Jim Cowgill'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.

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