Client-Focused Admin Assistant (Part-Time, In-Office)

Talentify; Marriottsville (MD); Sur place; USD 25 000 - 28 000; Temps partiel

Résumé du poste

Thrivent Financial's Liberty Team is seeking an Administrative Assistant to provide in-office support 15-20 hours per week. This role helps deliver a positive member experience and supports daily practice operations under the supervision of the Liberty Team.

Compensation is $18-20/hr and may grow with time. Key duties include scheduling client meetings with Financial Advisors, preparing routine correspondence and reports, updating the contact management system, and assisting advisors with

Qualifications

• Prior administrative/secretarial experience preferred.
• Proficient with Microsoft Word, Excel, PowerPoint or ability to learn.
• Ability to handle multiple tasks with interruptions.
• Ability to maintain confidentiality of sensitive information.
• Basic understanding of Liberty Team and Thrivent Financial.

Responsabilités

• Schedule meetings with clients/members on behalf of the practice.
• Prepare or coordinate routine correspondence, reports, and projects.
• Support projects and administrative functions as needed.
• Update the client/member contact management system.
• Assist Financial Advisors with meeting preparation and follow-up.
• Provide back-up support on non-licensing tasks as needed.
• Complete other miscellaneous tasks as assigned.

Connaissances

Strong communication

Multitasking

Confidential information handling

Teamwork

Outils

Microsoft Word

Excel

PowerPoint

Description du poste

Thrivent Financial's Liberty Team is seeking an Administrative Assistant to provide in-office support 15-20 hours per week. This role helps deliver a positive member experience and supports daily practice operations under the supervision of the Liberty Team.

Compensation is $18-20/hr and may grow with time. Key duties include scheduling client meetings with Financial Advisors, preparing routine correspondence and reports, updating the contact management system, and assisting advisors with