In-Office Administrative Assistant - Client Services

thrivent; Centennial (CO); On-site; USD 30,000 - 37,000; Part time

Job summary

Panorama Group in Centennial, CO is seeking an Administrative Assistant to support daily operations for our practice. This in-office role is 20 hours per week, daytime shift, with compensation of $22-27/hr based on experience.

You will assist with phones, meetings, mailings, CRM updates, and document handling, reporting to the financial advisors. We value strong computer skills (Word, Excel, PowerPoint), confidentiality, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude with MS Office.
• Ability to handle multiple tasks with high quality.
• Maintain confidentiality of sensitive information.
• Basic understanding of Panorama Group and Thrivent Financial.

Responsibilities

• Support the lead advisor with a variety of tasks.
• Coordinate meetings, mailings, and client communications.
• Answer and triage incoming calls and messages.
• Maintain client correspondence, mailing lists, and compliance mailings.
• Document client meetings and prefill applications with accuracy.
• Manage office supplies and keep the office area professional.
• Maintain the Lead advisor's calendar and CRM updates.
• Input checks into blotter and client posting sheets.

Skills

Administrative experience

Multitasking

Confidential information handling

MS Office proficiency

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Panorama Group in Centennial, CO is seeking an Administrative Assistant to support daily operations for our practice. This in-office role is 20 hours per week, daytime shift, with compensation of $22-27/hr based on experience.

You will assist with phones, meetings, mailings, CRM updates, and document handling, reporting to the financial advisors. We value strong computer skills (Word, Excel, PowerPoint), confidentiality, and the ability to manage multiple tasks in a fast-paced environment.