Financial Practice Administrative Assistant (In-Office)

Thrivent Financial; Kansas City (MO); Hybrid; USD 28,000 - 33,000; Full time

Job summary

Thrivent Financial and its Clear Compass Financial Group seek an Administrative Assistant to support daily operations, greet members, answer phones, and manage mail and office supplies. This in-office role requires a friendly, upbeat demeanor and a well-organized approach to handling tasks while maintaining client relations.

Responsibilities include assisting Financial Representatives with meeting preparation and follow-up, scheduling client meetings, updating the contact system, processing

Qualifications

• Prior administrative/secretarial experience preferred.
• Strong computer aptitude and ability to learn business tools.
• Ability to multitask with high-quality work and handle confidential information.

Responsibilities

• Assist Financial Representatives with meeting preparation and follow up.
• Schedule client meetings and coordinate routine correspondence.
• Update contact management system and process mail and supplies.

Skills

Administrative support

Phone handling

Scheduling meetings

Data entry

Communication

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Thrivent Financial and its Clear Compass Financial Group seek an Administrative Assistant to support daily operations, greet members, answer phones, and manage mail and office supplies. This in-office role requires a friendly, upbeat demeanor and a well-organized approach to handling tasks while maintaining client relations.

Responsibilities include assisting Financial Representatives with meeting preparation and follow-up, scheduling client meetings, updating the contact system, processing