Part-Time Client Services Administrator

Thrivent Financial; Oshkosh (WI); On-site; USD 22,041 - 28,929; Part time

Benefits offered by this job

401(k) with 3% employer contribution

Bonuses

Paid time off

Parental leave

Paid holidays

Floating holiday

Paid licensing

Job summary

Apex Financial Group is seeking an Administrative Assistant to provide front desk and administrative support in Oshkosh, WI. You will manage client interactions, schedule meetings, handle mail, and maintain office systems to ensure a professional, organized client experience.

The role emphasizes confidentiality, accuracy, and the ability to juggle multiple tasks during standard business hours. On-site, part-time position with benefits and growth opportunities within the Thrivent Financial

Qualifications

• Strong verbal and written communication skills.
• Proficiency with Microsoft programs, including Word, Excel, SharePoint, and OneDrive.
• Ability to maintain confidentiality and handle sensitive information with integrity.
• Strong problem-solving and organizational skills.
• Ability to manage multiple priorities while maintaining accuracy and high-quality work.
• Previous administrative or office support experience preferred.

Responsibilities

• Greet clients and visitors in a professional and welcoming manner.
• Answer incoming phone calls and respond to requests for information.
• Process incoming and outgoing mail and assist with general office correspondence.
• Maintain office supplies and support the professional appearance of shared office areas.
• Update CRM and contact management systems with accurate client information and preferences.
• Input checks received into the blotter and client posting sheets.
• Prepare routine correspondence, reports, and special projects.
• Support administrative projects, practice programs, and processing functions as needed.
• Assist Financial Advisors with preparation and follow-up for client meetings.
• Schedule client meetings on behalf of the practice’s Financial Advisors to support client-facing activity.
• Provide backup support for non-licensed tasks as needed.
• Complete other duties as assigned

Skills

Verbal communication

Written communication

MS Office suite

Confidentiality

Organizational skills

Multitasking

Tools

Microsoft Office suite (Word, Excel, SharePoint, OneDrive)

Job description

Apex Financial Group is seeking an Administrative Assistant to provide front desk and administrative support in Oshkosh, WI. You will manage client interactions, schedule meetings, handle mail, and maintain office systems to ensure a professional, organized client experience.

The role emphasizes confidentiality, accuracy, and the ability to juggle multiple tasks during standard business hours. On-site, part-time position with benefits and growth opportunities within the Thrivent Financial