Administrative Assistant

Thrivent•Westlake, OH

8d•$19 - $21•Onsite

About The Position

The Administrative Assistant provides administrative support to BeaconPoint Financial Group and contributes to the member experience through a friendly, upbeat demeanor. The role supports daily practice operations, including answering phones, greeting members, handling and distributing postal mail and practice email, ordering supplies, using Thrivent Financial computer systems and programs to support client relations, and completing other administrative tasks as assigned. The position is part-time and in office, for 20–25 hours per week. The tentative schedule is 9 a.m. to 2 p.m. Monday through Thursday or Monday through Friday. Compensation is $19–$21 per hour, dependent on experience. The Administrative Assistant reports to and is employed by BeaconPoint Financial Group. The role handles incoming calls and information requests; performs routine administrative duties; prepares or coordinates routine correspondence, reports, and projects; supports projects, program administration, and processing; schedules client/member meetings for Financial Advisors; updates contact management information; and assists with meeting preparation and follow-up. It also provides backup support for tasks that do not require licensing or registration and completes other assigned tasks. Candidates should have administrative or secretarial experience, strong computer aptitude and familiarity with business tools, the ability to manage multiple tasks amid interruptions while maintaining quality, and the ability to protect sensitive information. A basic understanding of BeaconPoint Financial Group, its products and services, and Thrivent Financial is also expected. The role requires planning and organization, customer focus, communication, interpersonal skills, teamwork, collaboration, and adaptability. The position works with all roles in the organization, represents it to external clients, and cultivates relationships with outside organizations. Background verification and fingerprint submission to the FBI are part of the hiring process.

Requirements

Previous administrative or secretarial experience is desired.
Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or ability to learn.
Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
Ability to maintain the integrity of sensitive and confidential information.
Basic understanding of BeaconPoint Financial Group, its products and services, and Thrivent Financial.
Ability to work with all roles of BeaconPoint Financial Group.
Ability to represent the organization in work with external clients and maintain relationships with outside organizations.
Successful completion of background verification and FBI fingerprint-record review as part of the hiring process.

Nice To Haves

Previous administrative or secretarial experience.

Responsibilities

Handle incoming telephone calls and respond to requests for information.
Perform routine administrative duties, including maintaining office supplies and processing mail.
Prepare or coordinate routine correspondence, reports, and special projects.
Support projects, program administration, and processing functions as needed.
Schedule client/member meetings on behalf of the practice’s Financial Advisors.
Update the contact management system with client/member contact and preference information.
Assist Financial Advisors with preparation and follow-up for client/member meetings.
Provide backup support to other staff for tasks that do not require licensing or registration.
Complete other miscellaneous tasks as assigned.
Represent the organization in work with external clients and cultivate relationships with outside organizations.