Part-Time Administrative Assistant — Irvine, Client-Focused

Thrivent Financial; Irvine (CA); On-site; USD 33,000 - 34,000; Part time

Benefits offered by this job

5 days PTO

Holiday pay

Job summary

Thrivent Financial in Irvine is seeking a part-time Administrative Assistant to support Mountain Financial Group. This role handles phones, welcomes members, coordinates mail, and supports daily operations in person.

The ideal candidate is reliable, detail-oriented, proficient with Microsoft Office, and comfortable handling confidential information while assisting Financial Advisors with meetings and follow-ups.

Qualifications

• Previous administrative/secretarial experience.
• Strong computer skills and ability to learn Thrivent Financial systems.
• Ability to manage multiple tasks with frequent interruptions.
• Ability to handle confidential information with integrity.

Responsibilities

• Answer incoming telephone calls and respond to inquiries.
• Meet and greet members.
• Handle and distribute postal mail and practice emails.
• Order supplies and manage office inventory.
• Schedule client meetings and update contact management system.
• Assist Financial Advisors with meeting preparation and follow-up.
• Track practice expenses and oversee bill payments.
• Provide back-up support for non-licensed tasks as needed.

Skills

Administrative support

Customer service

Multi-tasking

Tools

Microsoft Word

Excel

PowerPoint

CRM software

Job description

Thrivent Financial in Irvine is seeking a part-time Administrative Assistant to support Mountain Financial Group. This role handles phones, welcomes members, coordinates mail, and supports daily operations in person.

The ideal candidate is reliable, detail-oriented, proficient with Microsoft Office, and comfortable handling confidential information while assisting Financial Advisors with meetings and follow-ups.