Part-Time Administrative Assistant — Client Services

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

Job summary

Thrivent is seeking an Administrative Assistant to support Panorama Group with phones, greeting members, mail, and office tasks in an in-office setting.

This 20-hour/week, day-shift role offers $22-$27 per hour, dependent on experience, and reports to financial advisors. Responsibilities include calendar management, CRM updates, client communications, and maintaining filing systems and supplies.

Qualifications

• Previous administrative/secretarial experience preferred.
• Strong computer aptitude with Word, Excel, PowerPoint or ability to learn.
• Ability to handle multiple tasks with interruptions while maintaining quality.

Responsibilities

• Support lead advisor with a variety of functions and tasks.
• Interface with clients to coordinate meetings, mailings, and communications.
• Answer and triage all incoming calls and messages appropriately.
• Maintain client correspondence including mailing lists and compliance mailings.
• Document client meetings and prefill applications with attention to detail.
• Maintain office supplies and professional appearance of the office areas.
• Maintain the Lead advisor’s calendar and update CRM systems.

Skills

Administrative experience

Microsoft Office

Multitasking

Confidentiality

Tools

CRM systems

Job description

Thrivent is seeking an Administrative Assistant to support Panorama Group with phones, greeting members, mail, and office tasks in an in-office setting.

This 20-hour/week, day-shift role offers $22-$27 per hour, dependent on experience, and reports to financial advisors. Responsibilities include calendar management, CRM updates, client communications, and maintaining filing systems and supplies.