Part-Time In-Office Administrative Assistant — Financial Practice

Thrivent Financial; Saint Joseph (MO); On-site; USD 25,000 - 29,000; Part time

Job summary

Thrivent Financial in St. Joseph, MO is seeking an Administrative Assistant for up to 15 hours/week on a 1099 basis. You will provide in-office support to Cody Vaughn, answering phones, greeting members, managing mail, and coordinating events.

Responsibilities include assisting Financial Advisors, updating contact info, handling expenses, and maintaining confidentiality. This flexible role offers growth opportunities within the practice.

Qualifications

• Previous administrative/secretarial experience desired.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Ability to manage multiple tasks with frequent interruptions.
• Ability to handle confidential information.
• Must understand Thrivent Financial products and services.

Responsibilities

• Handle incoming telephone calls and respond to requests for information.
• Perform routine administrative duties such as maintaining office supplies and processing mail.
• Prepare or coordinate routine correspondence, reports, and special projects.
• Assist with planning, coordination and execution of client and practice events.
• Schedule meetings with clients/members for the Financial Advisors.
• Update the contact management system with client/member information.
• Assist Advisors in preparation and follow-up for meetings.
• Track practice expenses and oversee bill paying.
• Provide back-up support on non-licensed tasks as needed.
• Participate in the business planning process.

Skills

Administrative/secretarial experience

MS Word

MS Excel

PowerPoint

Multi-tasking

Confidential information handling

Product knowledge

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Thrivent Financial in St. Joseph, MO is seeking an Administrative Assistant for up to 15 hours/week on a 1099 basis. You will provide in-office support to Cody Vaughn, answering phones, greeting members, managing mail, and coordinating events.

Responsibilities include assisting Financial Advisors, updating contact info, handling expenses, and maintaining confidentiality. This flexible role offers growth opportunities within the practice.