Administrative Assistant

Thrivent•Westlake, OH

7d•Onsite

About The Position

The Administrative Assistant provides administrative support to BeaconPoint Financial Group and contributes to the member experience through a friendly, upbeat approach. The role supports the practice’s daily 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, working 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, depending on experience. The role reports to and is employed by BeaconPoint Financial Group. 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 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 BeaconPoint Financial Group, its products and services, and Thrivent Financial.
Ability to work with all roles within BeaconPoint Financial Group and represent the organization with external clients.
Ability to cultivate and maintain relationships with outside organizations.
Background verification and submission of fingerprints to the FBI are required as part of the hiring process.

Responsibilities

Handle incoming telephone calls to BeaconPoint Financial Group 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, administration of programs, and processing functions as needed.
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.
Provide backup support for tasks that do not require licensing or registration for other staff members, as needed.
Complete other miscellaneous tasks as assigned.
Work with all roles within BeaconPoint Financial Group, represent the organization in interactions with external clients, and cultivate and maintain relationships with outside organizations.