Part-Time Office Admin & Member Support

Thrivent; Westlake (OH); Presencial; USD 26.000 - 29.000; A tiempo parcial

Descripción de la vacante

BeaconPoint Financial Group is seeking an Administrative Assistant to provide essential in-office support for the practice. The role supports member experience with a friendly, upbeat demeanor, handling phones, greeting members, mail, and routine office tasks in a fast-paced environment.

Responsibilities include scheduling meetings for Financial Advisors, maintaining the contact system, assisting with meeting follow-ups, and backup support for non-licensed tasks.

Formación

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn.

Responsabilidades

• Handles incoming telephone calls and responds to information requests.
• Maintains office supplies and processes mail.
• Prepares routine correspondence, reports, and special projects.

Conocimientos

Administrative experience

Microsoft Office

Herramientas

Microsoft Word

Excel

PowerPoint

Descripción del empleo

BeaconPoint Financial Group is seeking an Administrative Assistant to provide essential in-office support for the practice. The role supports member experience with a friendly, upbeat demeanor, handling phones, greeting members, mail, and routine office tasks in a fast-paced environment.

Responsibilities include scheduling meetings for Financial Advisors, maintaining the contact system, assisting with meeting follow-ups, and backup support for non-licensed tasks.