Administrative Assistant

Thrivent; Vancouver (WA); On-site; USD 38,000 - 43,000; Part time

Benefits offered by this job

medical benefit stipend

sick pay

PTO

Holiday pay

Job summary

Thrivent Financial is seeking an Administrative Assistant to support a seasoned advisor in the local practice. Responsibilities include answering phones, greeting members, handling mail, ordering supplies, and using Thrivent systems to support client relations.

The role is 32 hours per week with a pay range of $38,200 to $43,200, depending on experience. Candidates must be willing to become licensed within the first 6 months (FINRA SIE/7/66 and WA L&H).

Qualifications

• Previous administrative/secretarial experience preferred
• Proficiency with Microsoft Word, Excel and PowerPoint or ability to learn
• Ability to handle multiple tasks with attention to detail

Responsibilities

• Answer incoming calls and respond to information requests
• Maintain office supplies and process mail
• Prepare routine correspondence, reports, and projects
• Support program administration and various tasks as needed
• Schedule meetings and coordinate client/member activities
• Update contact management system with client information
• Assist Financial Advisor in meeting preparation and follow-up
• Provide back-up support for non-licensing tasks
• Complete other duties as assigned

Skills

Microsoft Word

Excel

PowerPoint

Administrative experience

Communication

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 the local advisor.

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 the local advisor.

This position is 32 hours a week, compensating $38,200 to $43,200 based upon experience.

Benefits include:

• medical benefit stipend
• sick pay
• PTO
• Holiday pay

Must be willing to become licensed in the first 6 months (FINRA SIE/7/66 and WA L&H) which will be an immediate growth track.

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 Advisor in the preparation and follow up 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
• 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 team
• 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 our 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.