Administrative Assistant

Thrivent • Norfolk, NE

6d • Onsite

About The Position

This position provides administrative support to Creekwood Wealth Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Creekwood Wealth Advisors. This position is fully in office, Monday - Friday 8 a.m. to 5 p.m. with a lunch break from 12-1 p.m.

Requirements

• Previous administrative/secretarial experience desired
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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
• Notary Public or willingness to obtain
• Basic understanding of Creekwood Wealth Advisors, our products and services, and Thrivent Financial

Responsibilities

• Handles incoming telephone calls to Creekwood Wealth Advisors 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
• 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 for other staff members, as needed
• Completes other miscellaneous tasks as assigned

Benefits

• PTO available after six months

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed