Administrative Assistant

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

Benefits offered by this job

15 hours per week

Flexible schedule

Growth opportunity

Officing out of Cleveland, WI

Job summary

Thrivent Financial in Cleveland, WI seeks an Administrative Assistant to support a seasoned advisor and enhance member experience. You will answer phones, greet members, handle mail, and assist with routine correspondence and projects to back up client relations activities.

This part-time position offers 15 hours per week with a flexible schedule during standard business hours, growth opportunities, and the opportunity to be based on-site in Cleveland, WI.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint).
• Ability to handle multiple tasks and maintain high quality of work with interruptions.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• Answers phones and greets members in a friendly manner.
• Maintains office supplies and processes mail.
• Prepares routine correspondence and reports.
• Supports projects and programs and assists Advisors in meeting preparations.
• Updates contact management system with client information.
• Provides backup support for non-licensed tasks as needed.

Skills

Microsoft Word

Excel

PowerPoint

Job description

SummaryThis 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, WIJob 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 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 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 our products and services, and Thrivent Financial.CompetenciesPlanning/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 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.