Client Services Admin - In-Office, PTO & IRA

Thrivent; Savannah (GA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

3% IRA contribution

PTO

Holiday Pay

Job summary

Hess Wealth Advisors in the United States is seeking an Administrative Assistant to provide essential office support and deliver a high-quality member experience. The role covers phones, greeting members, mail handling, supplies, and using Thrivent Financial systems for client relations.

The position is full-time and in-office, Monday through Friday, with a compensation range of $45,000–$50,000 per year, based on experience. Benefits include a 3% IRA employer contribution, PTO, and holiday pay.

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 Hess Wealth Advisors, our products and services, and Thrivent Financial.

Responsibilities

• Handles incoming telephone calls to Hess Wealth Management 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 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.

Skills

Administrative experience

Microsoft Word

Microsoft Excel

PowerPoint

Multitasking

Confidential information handling

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Hess Wealth Advisors in the United States is seeking an Administrative Assistant to provide essential office support and deliver a high-quality member experience. The role covers phones, greeting members, mail handling, supplies, and using Thrivent Financial systems for client relations.

The position is full-time and in-office, Monday through Friday, with a compensation range of $45,000–$50,000 per year, based on experience. Benefits include a 3% IRA employer contribution, PTO, and holiday pay.