Client Services Admin for Financial Practice

thrivent; Tipp City (OH); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

PTO

Holiday pay

Job summary

Main Street Financial Group is seeking an Administrative Assistant to provide in-person support, including answering phones, greeting members, and processing mail. The role uses Thrivent Financial systems to support client relations and requires an upbeat, friendly demeanor.

This is a Monday–Friday, 9:00 a.m.–5:30 p.m. position in Tipp City, Ohio, with compensation of $18–$20 per hour and PTO/holiday pay. The role also involves scheduling client meetings and maintaining confidential information.

Qualifications

• Administrative/secretarial experience preferred.
• Strong MS Word, Excel, PowerPoint skills.
• Ability to multitask and handle interruptions while maintaining quality.
• Ability to handle confidential information.

Responsibilities

• Prepare correspondence, reports, and coordinate special projects.
• Oversee projects, administration of programs, and processing functions as needed.
• Drive client facing activity by scheduling meetings with clients.
• Update Salesforce with client contact and preference information.
• Assist Lead Advisors with preparation and follow up for client meetings.
• Attend client meetings and document next steps and follow-ups.

Skills

Administrative experience

Secretarial skills

MS Office

Data confidentiality

Tools

Microsoft Word

Excel

PowerPoint

Job description

Main Street Financial Group is seeking an Administrative Assistant to provide in-person support, including answering phones, greeting members, and processing mail. The role uses Thrivent Financial systems to support client relations and requires an upbeat, friendly demeanor.

This is a Monday–Friday, 9:00 a.m.–5:30 p.m. position in Tipp City, Ohio, with compensation of $18–$20 per hour and PTO/holiday pay. The role also involves scheduling client meetings and maintaining confidential information.