Administrative Assistant

Thrivent•Columbus, NE

12d•Onsite

About The Position

This role is critical to delivering an exceptional client experience and maintaining the smooth operation of our practice. The Administrative Assistant is the first point of contact for clients and team members, requiring a friendly, upbeat demeanor and a commitment to excellence. Responsibilities include administrative support, client engagement, event planning and execution, process improvement, and operational tasks. We value individuals who are task-oriented, detail-driven, tech-savvy, and self-motivated, with a strong sense of integrity, accountability, and leadership. This position requires someone who thrives in a team environment, enjoys working with people, and consistently holds themselves to high standards. The Administrative Assistant reports to and is employed by Empower Financial Group.

Requirements

Minimum 2 years of professional administrative support experience in a business, nonprofit, or client-facing environment
Strong project management and organizational skills; proven ability to coordinate multiple priorities and deadlines
Demonstrated initiative, assertiveness, and ownership in prior roles
Proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), CRM systems, and social media platforms
Exceptional attention to detail and accuracy in all work
High integrity and ability to maintain confidentiality with sensitive information
Strong interpersonal skills and a positive, team-oriented attitude
Excellent written and verbal communication skills

Nice To Haves

3+ years of administrative or office management
1+ Experience with CRMs (e.g. Salesforce), DocuSign, or similar platforms
Work experience in financial services, preferably at a wealth management or financial advisory firm
Experience with process documentation, SOP development, or process improvement projects

Responsibilities

Answer phones, greet clients, manage email and postal mail.
Schedule client appointments and maintain calendars.
Prepare correspondence, reports, and routine office documentation.
Assist with planning, coordinating, and executing client appreciation events, educational workshops, and community engagement activities.
Manage event logistics (venue, catering, invitations, RSVPs, budgets).
Support marketing initiatives, including social media posts, email campaigns, and promotional materials.
Serve as a client concierge during events and ensure a seamless experience.
Assist with meeting prep and follow-up.
Handle filling out forms, scanning, and sending DocuSigns.
Open and close the office daily.
Maintain beverage center and tidy common spaces.
Restock supplies and ensure a welcoming environment.
Assist with entering receipts and organize expenses.
Assist with monitoring event spending and tracking campaign performance in Salesforce.
Develop, document, and update standard operating procedures (SOPs) for recurring tasks and workflows.
Regularly review and recommend improvements to office processes and systems.