Part-Time Administrative Assistant for Financial Practice

Thrivent; Saint Joseph (MO); Presencial; USD 25.000 - 29.000; A tiempo parcial

Descripción de la vacante

Thrivent in St. Joseph, MO seeks an Administrative Assistant to support Cody Vaughn and client relations. This in-office, 1099 role offers up to 15 hours per week with pay between $18 and $21 per hour.

The position emphasizes friendly, upbeat service and efficient daily operations. Responsibilities include answering phones, greeting members, handling mail and emails, coordinating events, and supporting Financial Advisors with meeting preparation and follow-up.

Formación

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude and knowledge of business tools (Word, Excel, PowerPoint) or ability to learn.
• Ability to handle multiple tasks and maintain high quality of work under interruptions.
• Ability to maintain confidentiality of sensitive information.
• Basic understanding of Thrivent Financial and products.

Responsabilidades

• Handles incoming telephone calls and responds to information requests.
• Maintains office supplies and processes mail.
• Prepares routine correspondence, reports, and projects.
• Assists with planning and coordinating client and practice events.
• Schedules meetings with clients/members for Financial Advisors.
• Updates contact management system with client/member info and preferences.
• Assists Advisors with meeting prep and follow-up.
• Tracks practice expenses and oversees bill paying.
• Provides back-up for tasks not requiring licensure or registration.
• Participates in business planning and completes other tasks as assigned.

Conocimientos

Administrative experience

Secretarial skills

Multitasking

Confidential information handling

General business software familiarity

Herramientas

Microsoft Word

Excel

PowerPoint

Descripción del empleo

Thrivent in St. Joseph, MO seeks an Administrative Assistant to support Cody Vaughn and client relations. This in-office, 1099 role offers up to 15 hours per week with pay between $18 and $21 per hour.

The position emphasizes friendly, upbeat service and efficient daily operations. Responsibilities include answering phones, greeting members, handling mail and emails, coordinating events, and supporting Financial Advisors with meeting preparation and follow-up.