Part-Time Administrative Assistant – Client Services

thrivent; Nazareth (Northampton County); On-site; USD 25,000 - 29,000; Part time

Job summary

Thrivent Financial is seeking a Senior Administrative Assistant to provide in-office support for Dana Vlasics' practice in Nazareth, PA. This 20-hour-per-week role runs Monday through Thursday, 9 a.m.

to 2 p.m., and focuses on managing phone and email, documentation, and daily operations. You will support client relations, assist Financial Advisors, maintain confidential records, update the CRM, and help prepare meetings and reports.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude with MS Office and related tools.
• Ability to manage multiple tasks with interruptions.
• Maintain confidentiality of sensitive information.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• Handles incoming telephone calls and responds to information requests.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• Prepares routine correspondence, reports, and projects.
• Supports projects and program administration as needed.
• Develops and oversees workflows and SOPs for the practice.
• Schedules meetings with clients/members for the Financial Advisors.
• Updates the contact management system with client/member information.
• Assists Advisors in meeting prep and follow-up.
• Provides back-up support on non-licensed tasks.
• Completes other miscellaneous tasks as assigned.

Skills

Administrative experience

Microsoft Word

Microsoft Excel

PowerPoint

Multitasking

Confidentiality

Tools

Copilot

CRM software

Job description

Thrivent Financial is seeking a Senior Administrative Assistant to provide in-office support for Dana Vlasics' practice in Nazareth, PA. This 20-hour-per-week role runs Monday through Thursday, 9 a.m.

to 2 p.m., and focuses on managing phone and email, documentation, and daily operations. You will support client relations, assist Financial Advisors, maintain confidential records, update the CRM, and help prepare meetings and reports.