Administrative Assistant

Thrivent•Menasha, WI

1d•Onsite

About The Position

Heart of the Valley Wealth Advisors is an independent financial services practice of Thrivent Financial, taking a broad-based approach to helping clients achieve multiple financial goals by analyzing their current situation, developing in-depth financial programs, and implementing integrated financial strategies. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients, focused on helping others through financial solutions, client activities, and resources for the Christian community and nonprofit organizations. This full-time Administrative Assistant position is located in the Menasha, WI office and provides administrative support to Heart of the Valley Wealth Advisors. The role is crucial for client experience, requiring a friendly, upbeat demeanor. The individual will support daily operations including answering phones, meeting/greeting clients, handling/distributing mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs for client relations, and other assigned administrative tasks. The Administrative Assistant reports to and is employed by Heart of the Valley Wealth Advisors.

Requirements

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, services, and Thrivent Financial

Nice To Haves

Previous administrative/secretarial experience

Responsibilities

Handles incoming telephone calls and emails to Heart of the Valley Wealth Advisors and responds to requests for information
Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail
Prepares routine correspondence, reports, and special projects
Supports projects, administration of various programs, and processing functions as needed
Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors
Update the contact management system with client contact and preference information
Assist Financial Advisors in preparation and follow up of client 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