Administrative Assistant

Thrivent•Downers Grove, IL

1d•$22 - $25•Onsite

About The Position

This position provides administrative support to Unity Wealth Advisor Group. 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 Unity Wealth Advisor Group. This is an in-person position located in Downers Grove. Work hours are Monday - Friday 8 a.m. to 4:30 p.m. Compensation is $22-25/hr dependent upon experience. Benefits include: Simple IRA, Holiday Pay, and PTO. No medical or dental benefits are provided. Immediate growth track to obtain IL Life, Health, and Annuity licensure as well as FINRA SIE, Series 7 and Series 66 in the first year.

Requirements

Previous administrative/secretarial experience desired
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
Basic understanding of our products and services, and Thrivent Financial
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Must be able to work with all roles of the practice
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of United Wealth Advisor Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process.
In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Responsibilities

Handles incoming telephone calls and responds to requests for information
Meeting and greeting clients
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Manages daily marketing tasks for the practice
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Participates in the business planning process
Completes other miscellaneous tasks as assigned