Administrative Assistant

Thrivent Financial; Savannah (GA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

3% IRA contribution

PTO

Holiday Pay

Job summary

Hess Wealth Advisors seeks an Administrative Assistant to provide office support for the team. The role handles phones, greets members, manages mail, and supports client relations using Thrivent Financial systems. Strong organizational skills and discretion are essential.

You will assist advisors with meeting prep, scheduling, data entry, and back‑up tasks. Monday–Friday in-office position in Savannah, GA, with benefits including PTO and holidays.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude with business tools.
• Ability to multi-task with interruptions while delivering quality work.
• Confidential information handling and integrity.
• Good understanding of Hess Wealth Advisors, Thrivent Financial products and services.

Responsibilities

• Handles incoming telephone calls and responds to information requests.
• Maintains office supplies and processes mail.
• Prepares routine correspondence, reports, and projects.
• Supports programs and processing functions as needed.
• Schedules meetings for client/members and drives face-to-face activity.
• Updates contact management system with client/member data.
• Assists advisors with meeting prep and follow-up.
• Back-up support for non-licensed tasks as needed.
• Completes miscellaneous tasks as assigned.

Tools

Microsoft Word

Excel

PowerPoint

Job description

SummaryThis position provides administrative support to Hess Wealth Advisors. 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 Hess Wealth Advisors.This position is a full-time position, in office, Monday - Friday. Compensation for this position is $45,000-$50,000 annually dependent upon experience. Benefits are: 3% IRA contribution from employer, PTO, and Holiday Pay.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls to Hess Wealth Management and responds to requests for informationPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsUpdate the contact management system with client/member contact and preference informationAssist Financial Advisors in the preparation and follow up for the client/member meetingsProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededCompletes other miscellaneous tasks as assignedPosition QualificationsPrevious administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of Hess Wealth Advisors, our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of Hess Wealth AdvisorsMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Hess Wealth Advisors' 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.