Administrative Assistant

Thrivent

Saint Joseph (MO)

On-site

USD 25,000 - 29,000

Part time

6 days ago
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Job summary

Thrivent in St. Joseph, MO seeks an Administrative Assistant to support Cody Vaughn and client relations. This in-office, 1099 role offers up to 15 hours per week with pay between $18 and $21 per hour.

The position emphasizes friendly, upbeat service and efficient daily operations. Responsibilities include answering phones, greeting members, handling mail and emails, coordinating events, and supporting Financial Advisors with meeting preparation and follow-up.

Qualifications

  • Previous administrative/secretarial experience desired.
  • Strong technical computer aptitude and knowledge of business tools (Word, Excel, PowerPoint) or ability to learn.
  • Ability to handle multiple tasks and maintain high quality of work under interruptions.
  • Ability to maintain confidentiality of sensitive information.
  • Basic understanding of Thrivent Financial and products.

Responsibilities

  • Handles incoming telephone calls and responds to information requests.
  • Maintains office supplies and processes mail.
  • Prepares routine correspondence, reports, and projects.
  • Assists with planning and coordinating client and practice events.
  • Schedules meetings with clients/members for Financial Advisors.
  • Updates contact management system with client/member info and preferences.
  • Assists Advisors with meeting prep and follow-up.
  • Tracks practice expenses and oversees bill paying.
  • Provides back-up for tasks not requiring licensure or registration.
  • Participates in business planning and completes other tasks as assigned.

Skills

Administrative experience
Secretarial skills
Multitasking
Confidential information handling
General business software familiarity

Tools

Microsoft Word
Excel
PowerPoint

Job description

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.

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