Administrative Assistant

Thrivent; Minnesota; On-site; USD 25,000 - 30,000; Part time

Benefits offered by this job

Part-time in office

Opportunity for growth

Salary $18-22/hr

Job summary

Thrivent Minnesota-based office seeks an Administrative Assistant to support Benjamin Munsch and team. The role is essential to member experience, requiring a friendly, upbeat demeanor.

You will handle phones, greet members, manage mail, and assist with practice operations using Thrivent Financial systems. Responsibilities include scheduling meetings, updating contact records, assisting Advisors, tracking expenses, and providing backup for non-licensed tasks.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude and knowledge of business tools or ability to learn.
• Ability to handle multiple tasks and maintain high quality of work while interrupted.
• Basic understanding of Thrivent Financial and River Lakes Financial Group.

Responsibilities

• Handles incoming telephone calls and responds to information requests.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• Prepares routine correspondence, reports, and projects of a routine nature.
• Supports projects and administration of various programs as needed.
• Schedules meetings with clients/members for Financial Advisors.
• Updates the contact management system with client/member details.
• Assists Advisors in meeting preparation and follow-up.
• Tracks practice expenses and oversees bill payments.
• Provides back-up support for non-licensed tasks as needed.
• Participates in business planning and completes miscellaneous tasks.

Skills

Multitasking

Attention to detail

Confidential information handling

Microsoft Office proficiency

Tools

Microsoft Word

Excel

PowerPoint

Job description

Summary

This position provides administrative support to Benjamin Munsch and team. 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 Benjamin Munsch.

Perks of the role

• Part-time and in office
• Opportunity for growth
• Compensation is $18-22/hr. dependent upon experience

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls 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
• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Tracks practice expenses and oversee the practice bill paying
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Participates in the business planning process
• 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 River Lakes Financial Group, 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 Thrivent'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.