Administrative Assistant

Thrivent Financial; Minnetonka (MN); Hybrid; USD 30,000 - 34,000; Part time

Benefits offered by this job

PTO

Disability insurance

Health insurance

Life insurance

401k

Bonus plan

Job summary

Thrivent Financial in Minnetonka, MN, seeks an Administrative Assistant to support Wealth Advisors. You will handle front-office tasks, route calls, greet clients, and help prepare communications.

This is part-time, Monday–Friday 8:30 a.m. to 2:30 p.m., with benefits including PTO, health and life insurance, 401k, and a bonus plan.

Qualifications

• Excellent interpersonal skills.
• Strong attention to detail and organization.
• Ability to handle multiple tasks and maintain quality when interrupted.
• Strong computer aptitude and knowledge of business tools.
• Ability to maintain confidentiality of sensitive information.

Responsibilities

• Direct incoming phone calls, answer basic client questions, and schedule meetings
• Greet clients in the front office
• Send investment updates and other client communications
• Run weekly reports
• Maintain office, supplies, and breakroom
• Keep client relationship management system (Redtail) updated
• Plan and carry out team events
• Other responsibilities as assigned

Skills

Interpersonal skills

Attention to detail

Multitasking

Computer literacy

Confidential information handling

Tools

Docusign

Microsoft Word

Excel

Redtail CRM

Job description

Summary

The Administrative Assistant works with a team of operations professionals to support the clients and Wealth Advisors of the Crossroads Financial Group. The focus of this role is to provide welcoming, professional client service in the front office. Directing phone calls, greeting clients, and facilitating an organized office are key responsibilities. This position reports to and is employed by Crossroads Financial Group. This position is part time, Monday – Friday 8:30 a.m. to 2:30 p.m. Compensation is 22-25/hour depending on experience. Benefits include: PTO, disability, health insurance, life insurance, 401k, and bonus plan.

Position Roles/Responsibilities/Accountabilities

• Direct incoming phone calls, answer basic client questions, and schedule meetings
• Greet clients in the front office
• Send investment updates and other client communications
• Run weekly reports
• Maintain office, supplies, and breakroom
• Keep client relationship management system (Redtail) updated
• Plan and carry out team events
• Other responsibilities as assigned

Position Qualifications

• Excellent interpersonal skills
• Strong attention to detail and organization skills
• Ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
• Strong computer aptitude and knowledge of business tools (e.g., Docusign, Microsoft Word, Excel) or ability to learn
• Ability to maintain integrity of sensitive/confidential information

As part of Crossroads Financial Group’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. "At Thrivent, we believe money is a tool, not a goal." Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. "If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more." You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.