Administrative Assistant

Thrivent • Cleveland, WI

7d • Onsite

About The Position

This position provides administrative support to a seasoned advisor. 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.

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
• Basic understanding of our products and services, and Thrivent Financial.
• Must be able to work with all roles of the practice
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations
• Fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Nice To Haves

• Determine the need for future access to Wealthscape.

Responsibilities

• 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
• 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 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
• Participates in the business planning process
• Completes other miscellaneous tasks as assigned

Benefits

• 15 hours a week
• Flexible schedule (during standard business hours)
• Growth opportunity

What This Job Offers

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