Part-Time Admin & Client Experience Specialist

Thrivent; Dickinson (ND); Presencial; USD 28.000 - 30.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

PTO

Simple IRA with match

Descripción de la vacante

Infinity Financial Advisors in Dickinson, ND is seeking a part-time Administrative Assistant to support daily office operations and enhance the member experience. The role includes answering phones, greeting members, handling mail, ordering supplies, and utilizing Thrivent systems to assist client relations.

Candidates should have prior admin/secretarial experience, strong phone skills, and solid computer skills (Word, Excel, PowerPoint) and the ability to manage multiple tasks.

Formación

• Prior administrative or secretarial experience preferred.
• Strong phone skills and professional communication.
• Good knowledge of Word, Excel, PowerPoint or ability to learn.
• Ability to multitask and maintain high-quality work amid interruptions.
• Ability to handle confidential information with integrity.

Responsabilidades

• Handles incoming telephone calls and responds to information requests.
• Oversee all practice social media.
• Performs routine administrative duties such as keeping office supplies and processing mail.
• Prepares routine correspondence, reports, and projects of a routine nature.
• Supports projects and various programs as needed.
• Schedules meetings with clients/members for Advisors.
• Updates contact management system with client/member information.
• Assists Advisors in meeting preparation and follow-up.
• Tracks practice expenses and oversees bill paying.
• Provides back-up support for tasks requiring no licensing.
• Participates in the business planning process.
• Completes other miscellaneous tasks as assigned.

Conocimientos

Administrative experience

Phone skills

Technical computer aptitude

Multitasking

Confidential information handling

Herramientas

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

Infinity Financial Advisors in Dickinson, ND is seeking a part-time Administrative Assistant to support daily office operations and enhance the member experience. The role includes answering phones, greeting members, handling mail, ordering supplies, and utilizing Thrivent systems to assist client relations.

Candidates should have prior admin/secretarial experience, strong phone skills, and solid computer skills (Word, Excel, PowerPoint) and the ability to manage multiple tasks.