Administrative Assistant

Thrivent Financial; Wisconsin; On-site; USD 25,000 - 28,000; Part time

Benefits offered by this job

15 hours per week

Flexible schedule

Growth opportunity

$18–$20 per hour

Cleveland, WI office

Job summary

Thrivent Financial seeks an Administrative Assistant to provide essential support to a seasoned advisor in Cleveland, WI. The role emphasizes friendly member interactions, phone handling, mail processing, and assisting with meetings and client communications.

You will manage routine tasks, support programs, and help maintain accurate client records, contributing to a positive member experience and efficient daily operations.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude and ability to learn Thrivent systems.
• Ability to handle multiple tasks with high quality amid interruptions.
• Maintain confidentiality of sensitive information.

Responsibilities

• Answer incoming phone calls and respond to information requests.
• Perform routine admin duties such as managing office supplies and mail.
• Prepare routine correspondence, reports, and projects.
• Support programs and administrative functions as needed.
• Schedule client/member meetings with Financial Advisors.
• Update the contact management system with client information.
• Assist Advisors in preparing for client meetings.
• Provide backup support for non-licensed tasks.
• Participate in business planning process.
• Complete other miscellaneous tasks as assigned.

Skills

Multitasking

Discretion & confidentiality

Strong communication

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 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.

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 - 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.