Administrative Assistant

Thrivent • Scottsdale, AZ

8d • Onsite

About The Position

This position provides approximately 30 hours per week of administrative support to Michael Buric and The Genesis Financial Consultants. This role is critical to our client experience and requires a friendly, upbeat demeanor. This individual will support the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling/distributing 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 role reports to and is employed by The Genesis Financial Consultants.

Requirements

• Previous administrative/secretarial experience desired
• Licensing NOT required , opportunities for licensing available
• 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
• Committed to communicating and providing exceptional customer service
• Basic understanding of our products, services, and Thrivent Financial

Nice To Haves

• Opportunities for licensing available

Responsibilities

• Handles incoming telephone calls to 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

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed