Part-Time Administrative Assistant: Client Services

Thrivent; Arkansas; On-site; USD 25,000 - 28,000; Part time

Benefits offered by this job

15 hours/week

Flexible schedule

Growth opportunity

Pay $18-20/hr

Office in Cleveland, WI

Job summary

Thrivent in Cleveland, WI is seeking an Administrative Assistant to support a seasoned advisor. The role involves answering phones, greeting members, processing mail, and assisting with routine office tasks to keep client relations running smoothly.

You will schedule meetings, update contact systems, and help prepare materials for client meetings, with back-up support for non-licensed tasks. A friendly, upbeat demeanor is essential.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer skills with Word, Excel, PowerPoint or ability to learn.
• Ability to manage multiple tasks with frequent interruptions.
• Maintain confidentiality of sensitive information.

Responsibilities

• Answer incoming calls and respond to information requests.
• Perform routine administrative duties like ordering supplies and processing mail.
• Prepare routine correspondence, reports, and projects.
• Support projects and programs administration as needed.
• Schedule client meetings and drive client/member facing activity.
• Update contact management system with client/member information.
• Assist Advisors in preparing for client meetings.
• Provide back-up support for non-licensed tasks as needed.
• Participate in business planning processes.
• Complete other miscellaneous tasks as assigned.

Skills

MS Word

MS Excel

PowerPoint

Tools

Microsoft Office Suite

Job description

Thrivent in Cleveland, WI is seeking an Administrative Assistant to support a seasoned advisor. The role involves answering phones, greeting members, processing mail, and assisting with routine office tasks to keep client relations running smoothly.

You will schedule meetings, update contact systems, and help prepare materials for client meetings, with back-up support for non-licensed tasks. A friendly, upbeat demeanor is essential.