Administrative Assistant

Thrivent Financial; Spicer (MN); Presencial; USD 25.000 - 30.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Part-time in office

Opportunity for growth

Descripción de la vacante

Thrivent Financial is seeking an Administrative Assistant in Minnesota to support a financial practice. The role involves answering phones, greeting members, handling mail, ordering supplies, and assisting advisors with client meetings and follow-up tasks.

The position is part-time and in-office, offering growth opportunities and a hourly compensation range of $18–$22 depending on experience. Experience with Microsoft Office and strong organizational skills are preferred.

Formación

• Experience in administrative/secretarial tasks.
• Ability to manage multiple tasks with interruptions.
• Strong communication and customer-focused approach.

Responsabilidades

• Answer incoming calls and respond to information requests.
• Handle routine office tasks and maintain supplies and mail.
• Prepare routine correspondence, reports, and small projects.
• Schedule meetings with clients/members and support Financial Advisors.
• Update contact management system with client information.
• Track practice expenses and assist with bill payments.

Conocimientos

Administrative support

Multi-tasking

Communication

Interpersonal skills

Teamwork

Herramientas

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

SummaryThis position provides administrative support to Benjamin Munsch and team. 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 Benjamin Munsch.Perks of the role:Part-time and in officeOpportunity for growthCompensation is $18-22/hr. dependent upon experienceJob DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls 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 meetingsTracks practice expenses and oversee the practice bill payingProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededParticipates in the business planning processCompletes 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 River Lakes Financial Group, our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the practiceMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Thrivent'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.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.