Administrative Assistant

Thrivent Financial

Perrysburg (OH)

On-site

USD 28,000 - 33,000

Full time

14 days+

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Job summary

Thrivent Financial is seeking an Administrative Assistant in Perrysburg, OH, to support Toledo Area Associates. You will handle calls, plan meetings, manage mail, and assist Financial Advisors with client meetings, using Thrivent systems. This full-time role offers a structured schedule and a daily office workflow.

Demonstrated admin experience and comfort with MS Office are essential. Insurance licensing is a plus but not required; training is available.

Qualifications

  • Previous administrative/secretarial experience desired.
  • Strong computer aptitude and knowledge of business tools (Microsoft Word, Excel, PowerPoint) or ability to learn.
  • Ability to handle multiple tasks and maintain high quality of work amid interruptions.
  • Ability to maintain confidentiality of sensitive information.
  • OH Life and Health Insurance licensed preferred, not required.

Responsibilities

  • Answering phones and greeting members.
  • Handle mail and distribute correspondence.
  • Prepare routine correspondence, reports, and projects.
  • Support programs and admin tasks as needed.
  • Schedule meetings for Financial Advisors and update contact system.
  • Provide back-up support as needed.

Skills

Administrative experience
MS Office
Communication
Customer service

Tools

Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Job description

## Administrative AssistantApplylocations: OH - Perrysburgtime type: Full timeposted on: Posted Todayjob requisition id: REQ-47838**Summary**This position provides administrative support to Toldeo Area Assocaites. 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 Toledo Area Assocaites. This is a full-time position working Monday-Friday 8:30 a.m. to 4:30 p.m. Compensation ranges from $20-24 dependent upon experience.**Job Description****Position Roles/Responsibilities/Accountabilities*** Handles incoming telephone calls to Toledo Area Associates 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* 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 Toledo Area Associates, our products and services, and Thrivent Financial* OH Life and Health Insurance licensed preferred, not required**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 Toledo Area Assocaites* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizationsAs part of Toledo Area Associates 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.### About UsAt 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.
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