Part-Time Client-Facing Administrative Assistant – In-Office

Thrivent Financial

Marriottsville (MD)

On-site

USD 25,000 - 28,000

Part time

6 days ago
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Job summary

Thrivent Financial in Maryland is seeking an Administrative Assistant to provide in-office, part-time support for the Liberty Team. The role offers 15-20 hours per week with growth potential and pays $18-20 per hour.

Responsibilities include scheduling client meetings, preparing routine correspondence, maintaining the CRM, and assisting Financial Advisors with meeting follow-ups. This position requires discretion with confidential information and strong computer skills.

Qualifications

  • Previous administrative/secretarial experience desired.
  • Proficient with Word, Excel, PowerPoint and able to learn new tools.
  • Understand Liberty Team, our products and Thrivent Financial.
  • Ability to manage multiple tasks with high quality amid interruptions.

Responsibilities

  • Drive client/member facing activity by scheduling meetings for the practice’s Financial Advisors.
  • Prepare or coordinate routine correspondence, reports and special projects.
  • Support programs, administration of various programs, and processing functions.
  • Update the contact management system with client/member contact and preferences.
  • Assist Advisors in preparation and follow-up for client/member meetings.
  • Provide back-up support on tasks requiring no licensing/registration.
  • Complete other miscellaneous tasks as assigned.

Skills

Administrative/secretarial experience
Strong communication skills
Multitasking ability
Discretion and confidentiality

Tools

Microsoft Word
Excel
PowerPoint

Job description

Thrivent Financial in Maryland is seeking an Administrative Assistant to provide in-office, part-time support for the Liberty Team. The role offers 15-20 hours per week with growth potential and pays $18-20 per hour.

Responsibilities include scheduling client meetings, preparing routine correspondence, maintaining the CRM, and assisting Financial Advisors with meeting follow-ups. This position requires discretion with confidential information and strong computer skills.

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