Client-Focused Admin Assistant — Licensing Path (In-Person)

Thrivent; Camp Hill (Cumberland County); Presencial; USD 25.000 - 33.000; Jornada completa

Descripción de la vacante

Fusion Financial Group in Camp Hill, PA is seeking an Administrative Assistant to support two senior partners and the team with calendar management, phone handling, mail, and client communications. This role emphasizes friendly, upbeat demeanor and confidentiality.

The position is 30-40 hours per week, pays $20 per hour, and offers growth opportunities including licensing for life and health insurance. It is an in-person role at our office.

Formación

• 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.

Responsabilidades

• Calendar management and scheduling for two senior partners.
• 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.
• Update the contact management system with client/member contact and preference information.
• Assist Financial Advisors 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.

Conocimientos

Administrative experience

Multitasking

Communication

Confidentiality

Herramientas

Microsoft Word

Excel

PowerPoint

Descripción del empleo

Fusion Financial Group in Camp Hill, PA is seeking an Administrative Assistant to support two senior partners and the team with calendar management, phone handling, mail, and client communications. This role emphasizes friendly, upbeat demeanor and confidentiality.

The position is 30-40 hours per week, pays $20 per hour, and offers growth opportunities including licensing for life and health insurance. It is an in-person role at our office.