Administrative Assistant

Thrivent; Town of Cleveland (WI); On-site; USD 25,000 - 28,000; Part time

Benefits offered by this job

15 hours a week

Flexible schedule (during standard业务)

Growth opportunity

Compensation Ranges between $18-20/hr

Officing out of Cleveland, WI

Job summary

Thrivent is seeking an Administrative Assistant in Cleveland, WI to provide essential support to a seasoned advisor. You will handle phones, greet members, manage mail, and support client relations using Thrivent systems, with a friendly, upbeat demeanor.

You will schedule meetings, update contact records, prepare routine correspondence, and assist advisors with meeting prep. This role offers flexible hours (around 15 hours weekly) and growth opportunities.

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 Thrivent Financial and its products.

Responsibilities

• 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.
• Supports projects, administration of various programs, and processing functions as needed.
• Drives client/member facing activity 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 for the client/member meetings.
• Provides back-up support on tasks that do not require licensing or registration for other staff members.
• Participates in the business planning process.
• Completes other miscellaneous tasks as assigned.

Skills

Administrative experience

Secretarial experience

Computer literacy

Multi-tasking

Confidential information handling

Thrivent products knowledge

Tools

Microsoft Word

Excel

PowerPoint

Job description

Summary

This position provides administrative support to a seasoned advisor. 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 Sherri Halverson.

Perks of the position:

• 15 hours a week
• Flexible schedule (during standard business hours)
• Growth opportunity
• Compensation Ranges between $18-20/hr dependent upon experience
• Officing out of Cleveland, WI

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
• Supports projects, administration of various programs, and processing functions as needed
• 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 for the client/member meetings
• 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 of 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 Sherri Halverson'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.