Administrative Assistant

Thrivent Financial; Vancouver, Northern (WA, KY); Hybrid; USD 38,000 - 43,000; Full time

Benefits offered by this job

Medical stipend

Sick pay

Paid time off

Holiday pay

Job summary

Thrivent Financial is seeking an Administrative Assistant to support a seasoned advisor. The role is 32 hours per week and offers a path to FINRA licensing (SIE/7/66 and WA L&H) within six months.

Responsibilities include answering phones, greeting members, mail handling, and coordinating meetings. The ideal candidate will have strong Microsoft Office skills, confidentiality, and the ability to multitask in a fast-paced environment, with a focus on member experience and support for client

Qualifications

• Experience in administrative or secretarial roles.
• Strong computer skills and ability to learn Thrivent systems.
• Ability to manage multiple tasks with accuracy under interruptions.
• Ability to handle confidential information with integrity.
• Basic knowledge of Thrivent Financial products/services is a plus.

Responsibilities

• Handle incoming calls and respond to information requests.
• Perform routine admin duties such as office supplies and mail.
• Prepare routine correspondence, reports, and projects.
• Support programs and administrative functions as needed.
• Schedule meetings for advisors and update contact records.
• Assist advisor in meeting prep and follow-up with clients.
• Provide back-up support for non-licensed tasks as needed.
• Complete miscellaneous tasks as assigned.

Skills

Administrative Experience

Multitasking

Confidentiality

Customer Service

Computer Aptitude

Tools

Microsoft Word

Microsoft 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 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, and 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.

About Thrivent

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.