Administrative Assistant

Thrivent Financial; Saint Joseph (MO); On-site; USD 25,000 - 29,000; Part time

Job summary

Thrivent Financial in St. Joseph, MO is seeking an Administrative Assistant for up to 15 hours/week on a 1099 basis. You will provide in-office support to Cody Vaughn, answering phones, greeting members, managing mail, and coordinating events.

Responsibilities include assisting Financial Advisors, updating contact info, handling expenses, and maintaining confidentiality. This flexible role offers growth opportunities within the practice.

Qualifications

• Previous administrative/secretarial experience desired.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Ability to manage multiple tasks with frequent interruptions.
• Ability to handle confidential information.
• Must understand Thrivent Financial products and services.

Responsibilities

• Handle incoming telephone calls and respond to requests for information.
• Perform routine administrative duties such as maintaining office supplies and processing mail.
• Prepare or coordinate routine correspondence, reports, and special projects.
• Assist with planning, coordination and execution of client and practice events.
• Schedule meetings with clients/members for the Financial Advisors.
• Update the contact management system with client/member information.
• Assist Advisors in preparation and follow-up for meetings.
• Track practice expenses and oversee bill paying.
• Provide back-up support on non-licensed tasks as needed.
• Participate in the business planning process.

Skills

Administrative/secretarial experience

MS Word

MS Excel

PowerPoint

Multi-tasking

Confidential information handling

Product knowledge

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Administrative Assistant### Administrative AssistantApply: MO - St. Joseph and Surrounding Areas: Part time: Posted Yesterday: REQ-48859**Summary**This position provides administrative support to Cody Vaughn. 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 Cody Vaughn. This is an in-office position based in St. Joseph, MO, structured as a 1099 opportunity for up to 15 hours per week, with compensation ranging from $18–$21 per hour. This role also offers opportunities for growth within the practice.**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* Assist with the planning, coordination, and execution of client and practice events* 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 oversees 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 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 within 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 Cody Vaughn'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. *Determine the need for future access to Wealthscape. 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.*### 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.