Part-Time Administrative Assistant - Flexible Schedule

Thrivent Financial; Wisconsin; Hybrid; USD 25,000 - 28,000; Part time

Benefits offered by this job

15 hours per week

Flexible schedule

Growth opportunity

$18–$20 per hour

Cleveland, WI office

Job summary

Thrivent Financial seeks an Administrative Assistant to provide essential support to a seasoned advisor in Cleveland, WI. The role emphasizes friendly member interactions, phone handling, mail processing, and assisting with meetings and client communications.

You will manage routine tasks, support programs, and help maintain accurate client records, contributing to a positive member experience and efficient daily operations.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude and ability to learn Thrivent systems.
• Ability to handle multiple tasks with high quality amid interruptions.
• Maintain confidentiality of sensitive information.

Responsibilities

• Answer incoming phone calls and respond to information requests.
• Perform routine admin duties such as managing office supplies and mail.
• Prepare routine correspondence, reports, and projects.
• Support programs and administrative functions as needed.
• Schedule client/member meetings with Financial Advisors.
• Update the contact management system with client information.
• Assist Advisors in preparing for client meetings.
• Provide backup support for non-licensed tasks.
• Participate in business planning process.
• Complete other miscellaneous tasks as assigned.

Skills

Multitasking

Discretion & confidentiality

Strong communication

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Thrivent Financial seeks an Administrative Assistant to provide essential support to a seasoned advisor in Cleveland, WI. The role emphasizes friendly member interactions, phone handling, mail processing, and assisting with meetings and client communications.

You will manage routine tasks, support programs, and help maintain accurate client records, contributing to a positive member experience and efficient daily operations.