Part-Time Admin for Financial Advisors (30 hrs/wk)

Thrivent; Scottsdale (AZ); On-site; USD 30,000 - 41,000; Part time

Job summary

Genesis Financial Consultants, an independent practice of Thrivent Financial, seeks an administrative support specialist to assist Michael Buric and the Genesis Financial Consultants. The role involves answering calls, greeting clients, mail handling, ordering supplies, utilizing Thrivent Financial systems for client relations, and other administrative tasks.

This part-time position (~30 hours per week) supports a friendly, professional client experience and reports to the Genesis Financial

Qualifications

• Previous administrative/secretarial experience desired.
• Licensing NOT required, opportunities for licensing available.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint).
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain integrity of sensitive/confidential information.
• Committed to communicating and providing exceptional customer service.

Responsibilities

• Handles incoming telephone calls and responds to requests for information.
• Maintains office supplies, data entry of information, and processing mail.
• Prepares routine correspondence, reports, and special projects.
• Supports projects and administration of various programs and processing functions as needed.
• Drives client-facing activity by scheduling meetings with clients on behalf of the Practice’s Financial Advisors.
• Updates the contact management system with client contact and preference information.
• Assists Financial Advisors in preparation and follow up of client meetings.
• Provides back-up support on tasks not requiring licensing.
• Completes other miscellaneous tasks as assigned.

Skills

Administrative experience

Multitasking

Customer service

Communication

Tools

Microsoft Word

Excel

PowerPoint

Job description

Genesis Financial Consultants, an independent practice of Thrivent Financial, seeks an administrative support specialist to assist Michael Buric and the Genesis Financial Consultants. The role involves answering calls, greeting clients, mail handling, ordering supplies, utilizing Thrivent Financial systems for client relations, and other administrative tasks.

This part-time position (~30 hours per week) supports a friendly, professional client experience and reports to the Genesis Financial