Senior Administrative Assistant

thrivent; Nazareth (Northampton County); On-site; USD 25,000 - 29,000; Part time

Job summary

Thrivent Financial is seeking a Senior Administrative Assistant to provide in-office support for Dana Vlasics' practice in Nazareth, PA. This 20-hour-per-week role runs Monday through Thursday, 9 a.m.

to 2 p.m., and focuses on managing phone and email, documentation, and daily operations. You will support client relations, assist Financial Advisors, maintain confidential records, update the CRM, and help prepare meetings and reports.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude with MS Office and related tools.
• Ability to manage multiple tasks with interruptions.
• Maintain confidentiality of sensitive information.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• Handles incoming telephone calls and responds to information requests.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• Prepares routine correspondence, reports, and projects.
• Supports projects and program administration as needed.
• Develops and oversees workflows and SOPs for the practice.
• Schedules meetings with clients/members for the Financial Advisors.
• Updates the contact management system with client/member information.
• Assists Advisors in meeting prep and follow-up.
• Provides back-up support on non-licensed tasks.
• Completes other miscellaneous tasks as assigned.

Skills

Administrative experience

Microsoft Word

Microsoft Excel

PowerPoint

Multitasking

Confidentiality

Tools

Copilot

CRM software

Job description

Summary

This position provides administrative support to Dana Vlasics. This role is critical to member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: managing practice phone and email, documentation, service work, and task completion utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. Senior Administrative Assistant reports to and is employed by Dana Vlasics.

This position is 20 hours a week, Monday-Thursday 9 a.m. to 2 p.m. This is an in-office position, compensating between $18-21/hr dependent upon experience.

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls and responds to requests for information
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
• Update the contact management system with client/member contact and preference information
• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Provides back-up support on tasks that do not require any type of licensing or registration as needed
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Copilot) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services, and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Dana Vlasics' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.