Client-Facing Administrative Assistant - Financial Services

thrivent; Kansas City (MO); On-site; USD 28,000 - 33,000; Full time

Job summary

Thrivent Financial is seeking an Administrative Assistant for Clear Compass Financial Group in Kansas City, MO. In-office role, Mon–Fri 8:00–4:30, with compensation of $20–$24/hr.

You will handle phones, greet members, manage mail, ordering supplies, and support client relations using Thrivent systems. Responsibilities include preparing meetings, coordinating routine correspondence, tracking expenses, and maintaining the contact system.

Qualifications

• Previous administrative/secretarial experience desirable.
• Strong technical computer aptitude and knowledge of business tools, or ability to learn.
• Ability to handle multiple tasks with high quality amid interruptions.

Responsibilities

• Assist Financial representatives in meeting preparation and follow-up.
• Provide back-up support for non-licensed tasks for staff.
• Prepare routine correspondence, reports and projects.
• Schedule client meetings and drive client-facing activity.
• Update contact management system with client information.
• Track expenses and oversee practice bill paying.
• Support with paper-to-electronic file conversion.

Skills

Multitasking

Organizational skills

Communication

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Thrivent Financial is seeking an Administrative Assistant for Clear Compass Financial Group in Kansas City, MO. In-office role, Mon–Fri 8:00–4:30, with compensation of $20–$24/hr.

You will handle phones, greet members, manage mail, ordering supplies, and support client relations using Thrivent systems. Responsibilities include preparing meetings, coordinating routine correspondence, tracking expenses, and maintaining the contact system.