Administrative Assistant

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

Benefits offered by this job

Part-time hours

Flexible schedule

Growth opportunity

Office in Cleveland, WI

Job summary

Thrivent Financial in Cleveland, WI is seeking an Administrative Assistant to provide friendly, efficient support to a seasoned advisor. The role handles phones, greeting members, mail, supplies, and uses Thrivent systems to support client relations.

This part-time position offers 15-20 hours weekly with a flexible schedule during business hours, growth opportunities, and hourly compensation between $18 and $20, depending on experience.

Qualifications

• Previous administrative/secretarial experience preferred.
• Strong computer aptitude and knowledge of business tools.
• Ability to handle multiple tasks with frequent interruptions.
• Ability to maintain confidentiality of sensitive information.
• Understanding of Thrivent Financial products and services.

Responsibilities

• Handle incoming calls and respond to information requests.
• Perform routine administrative duties and manage supplies.
• Prepare routine correspondence, reports, and presentations.
• Maintain electronic filing systems with up-to-date client records.
• Support SOPs and office processes for consistency.
• Coordinate and assist with marketing initiatives and events.
• Schedule client meetings and update contact management system.
• Provide meeting support and follow-up actions.
• Offer back-up support for non-licensing tasks.
• Participate in business planning and other tasks as assigned.

Skills

Multitasking

Customer focus

Communication

Interpersonal skills

Teamwork

Adaptability

Tools

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:- 15-20 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 information.Performs routine administrative duties such as maintaining office supplies and processing mail.Prepares or coordinates the preparation of routine correspondence, reports, presentations, and special projects.Maintains electronic filing systems and ensures client, practice, and operational records are accurately organized and up to date.Assists with the development, documentation, and maintenance of standard operating procedures (SOPs) and office processes to support operational consistency and efficiency.Supports projects, administration of various programs, and processing functions as needed.Assists with the coordination and execution of marketing initiatives, client appreciation events, seminars, workshops, and other practice events.Drives client/member-facing activity in the practice by scheduling meetings with clients/members on behalf of the Financial Advisors.Updates the contact management system with client/member contact and preference information.Assists Financial Advisors with pre-meeting preparation, including gathering client information, preparing materials, organizing agendas, and ensuring documentation is ready for appointments.Provides support for client/member meetings, including follow-up activities and tracking action items as needed.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 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.