Part-Time Administrative Assistant for Financial Services

Thrivent; Scottsdale (AZ); On-site; USD 30,307 - 41,328; Part time

Job summary

The Genesis Financial Consultants, an independent financial services practice of Thrivent Financial, provides approximately 30 hours per week of administrative support in Scottsdale. The role includes answering phones, greeting clients, mail handling, and supporting daily operations for client relations.

Ideal candidates have prior administrative experience, strong computer skills (Word/Excel/PowerPoint), and a commitment to exceptional customer service.

Qualifications

• Previous administrative/secretarial experience desired.
• Licensing NOT required, opportunities for licensing available.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn.
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain integrity of sensitive/ confidential information.
• Committed to communicating and providing exceptional customer service.
• Basic understanding of our products, services, and Thrivent Financial.

Responsibilities

• Handles incoming telephone calls to and responds to requests for information.
• Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail.
• Prepares routine correspondence, reports, and special projects.
• Supports projects, administration of various programs, and processing functions as needed.
• Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors.
• Update the contact management system with client contact and preference information.
• Assist Financial Advisors in preparation and follow up of client meetings.
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.
• Completes other miscellaneous tasks as assigned.

Skills

Administrative experience

Communication

Customer service

Multitasking

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Genesis Financial Consultants, an independent financial services practice of Thrivent Financial, provides approximately 30 hours per week of administrative support in Scottsdale. The role includes answering phones, greeting clients, mail handling, and supporting daily operations for client relations.

Ideal candidates have prior administrative experience, strong computer skills (Word/Excel/PowerPoint), and a commitment to exceptional customer service.