Administrative Assistant

Thrivent•Saint Joseph, MO

15d•Onsite

About The Position

The Administrative Assistant provides administrative support to Cody Vaughn and helps maintain the practice’s daily operations and member experience. The role calls for a friendly, upbeat demeanor and includes 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. This is an in-office position in St. Joseph, Missouri, structured as a 1099 opportunity for up to 15 hours per week, with compensation of $18–$21 per hour. The position reports to and is employed by Cody Vaughn and offers opportunities for growth within the practice. The role supports client and member interactions, practice events, meeting coordination, expense tracking, and business planning. The hiring or contracting process includes a background verification and FBI fingerprint review. Future access to Wealthscape may be determined; people with Wealthscape access are considered Access Persons and must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at a firm designated by TIMI.

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 the 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 the organization’s products and services and Thrivent Financial.
Ability to work with all roles within the practice.
Background verification and submission of fingerprints to the FBI for review against nationwide fingerprint records are part of the hiring or contracting process.

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.
Assist with planning, coordinating, and executing client and practice events.
Schedule meetings with clients or members on behalf of the practice’s Financial Advisors.
Update the contact management system with client or member contact and preference information.
Assist Financial Advisors with preparation and follow-up for client or member meetings.
Track practice expenses and oversee practice bill paying.
Provide backup support to other staff members on tasks that do not require licensing or registration, as needed.
Participate in the business planning process.
Complete other miscellaneous tasks as assigned.
Represent the organization in work with external clients and cultivate and maintain relationships with outside organizations.