Administrative Assistant

Thrivent Financial; Scottsdale (AZ); Sur place; USD 30 307 - 41 328; Temps partiel

Résumé du poste

The Genesis Financial Consultants, an independent practice of Thrivent Financial, is seeking an Administrative Assistant in Scottsdale, AZ for roughly 30 hours per week. The role supports daily operations, including calls, client greetings, mail, supplies, and office systems, reporting to The Genesis Financial Consultants.

Ideal candidates bring prior admin/secretarial experience, strong computer skills, and a commitment to excellent customer service.

Qualifications

• Previous administrative/secretarial experience preferred.
• Strong computer aptitude with Microsoft Office.
• Ability to handle multiple tasks and maintain confidentiality.

Responsabilités

• Handle incoming telephone calls and respond to information requests.
• Perform routine administrative duties: maintain supplies, data entry, and mail processing.
• Prepare routine correspondence, reports, and special projects.
• Schedule meetings with clients and support the practice’s Advisors.
• Update the contact management system with client information.
• Provide back-up support on non-licensed tasks as needed.
• Complete other miscellaneous administrative tasks.

Connaissances

Planning/Organizing

Detail Oriented

Client Focus

Communication

Interpersonal Skills

Teamwork and Collaboration

Adaptability/Flexibility

Outils

Microsoft Word

Excel

PowerPoint

Description du poste

## Administrative AssistantApplylocations: AZ - Scottsdaletime type: Part timeposted on: Posted Todayjob requisition id: REQ-47755**Summary**The Genesis Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. The Genesis Financial Consultants help our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Position summary: This position provides approximately 30 hours per week of administrative support to Michael Buric and The Genesis Financial Consultants. This role is critical to our client experience and requires a friendly, upbeat demeanor. This individual will support the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling/distributing 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 role reports to and is employed by The Genesis Financial Consultants Pay Range $22-30/hr**Job Description****Position Roles/Responsibilities/Accountabilities** * Handles incoming telephone calls to and responds to requests for information* Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail* Prepares routine correspondence, reports, and special projects* Supports projects, administration of various programs, and processing functions as needed* Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors* Update the contact management system with client contact and preference information* Assist Financial Advisors in preparation and follow up of client 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* *Licensing NOT required*, opportunities for licensing available* 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* Committed to communicating and providing exceptional customer service* Basic understanding of our products, services, and Thrivent Financial**Competencies*** Planning/Organizing* Detail Oriented* Client Focus* Communication* Interpersonal Skills* Teamwork and Collaboration* Adaptability/FlexibilityAs part of The Genesis Financial Consultants' 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.*