Financial Practice Admin Assistant - Irvine (In-Person)

Thrivent Financial; Irvine (CA); On-site; USD 41,000 - 55,000; Full time

Benefits offered by this job

PTO

Holiday pay

Job summary

Thrivent Financial's Mountain Financial Group in Irvine seeks an Administrative Assistant to provide essential in-office support. The role handles phones, mail, scheduling with Financial Advisors, and daily clerical tasks.

This full-time, 8am-5pm position offers growth opportunities and a compensation of $48,000 annually with PTO and Holiday pay. You'll maintain client contact records, process expenses, and assist project administration while upholding confidentiality and professionalism in a

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.

Responsibilities

• 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.
• 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.
• Tracks practice expenses and oversees the practice bill paying.
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.
• Participates in the business planning process.
• Completes other miscellaneous tasks as assigned.

Skills

Planning/Organizing

Communication

Customer Focus

Interpersonal Skills

Teamwork

Adaptability

Microsoft Word

Excel

PowerPoint

Administrative experience

Tools

Microsoft Office Suite

Job description

Thrivent Financial's Mountain Financial Group in Irvine seeks an Administrative Assistant to provide essential in-office support. The role handles phones, mail, scheduling with Financial Advisors, and daily clerical tasks.

This full-time, 8am-5pm position offers growth opportunities and a compensation of $48,000 annually with PTO and Holiday pay. You'll maintain client contact records, process expenses, and assist project administration while upholding confidentiality and professionalism in a