Administrative Assistant

Thrivent•Federal Way, WA

13d•Onsite

About The Position

This position provides administrative support to Nick Dare of Ascend National 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 Nick Dare. This position is an in-office position. Benefits include PTO and holiday pay, professional development and growth opportunities. There are no medical benefits provided. Compensation is $20-23/hr dependent upon experience.

Requirements

High School Diploma or equivalent required
Strong organizational and time-management skills
Excellent verbal and written communication skills
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 multitask and prioritize effectively in a fast-paced environment.
High level of professionalism and discretion.
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services, and Thrivent Financial

Nice To Haves

Previous administrative/secretarial experience desired
Experience with social media platforms and basic marketing principles.

Responsibilities

Schedule and confirm client meetings, ensuring all necessary arrangements are made.
Coordinate with clients and internal staff to manage calendars and appointments.
Send reminders and follow-ups to clients regarding upcoming meetings.
Assist in processing client service requests promptly and accurately.
Handle administrative tasks related to account management and documentation.
Liaise with clients to gather required information and ensure their requests are fulfilled.
Handle incoming calls and emails, providing professional and courteous assistance.
Maintain organized and up-to-date client records and files.
Perform general office duties such as data entry, filing, and office supply management.
Meet and greet clients upon arrival to the office.
Completes other miscellaneous tasks as assigned.