Administrative Assistant

Thrivent•Dickinson, ND

3d•Onsite

About The Position

The Administrative Assistant provides administrative support to Infinity Financial Advisors and helps ensure a positive member experience. The role supports the practice’s daily operations, including answering phones, greeting members, handling and distributing postal mail and practice email, ordering supplies, and using Thrivent Financial computer systems and programs to support client relations. The position is in-office in Dickinson, North Dakota, and is part-time at 30–35 hours per week. Compensation is $20–$22 per hour, depending on experience. PTO and a Simple IRA with match are available; health benefits are not provided. The practice is seeking someone who is eager to grow their career and take on increasing responsibilities as part of the team. The Administrative Assistant reports to and is employed by Infinity Financial Advisors. The position supports Financial Advisors with client/member scheduling, meeting preparation and follow-up, contact management, practice expenses and bill payment, business planning, and other administrative and project work. The role also oversees practice social media and provides backup support to other staff on tasks that do not require licensing or registration. Candidates must be able to work with all roles in the practice, represent the organization to external clients, and cultivate and maintain relationships with outside organizations. As part of the recruiting, hiring, or contracting process, candidate backgrounds are verified and fingerprints are submitted to the FBI for review against nationwide fingerprint records. People with access to Wealthscape are considered Access Persons and must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at one of the firms designated by TIMI.

Requirements

Previous administrative or secretarial experience is desired.
Strong phone skills.
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 or confidential information.
Basic understanding of Infinity Financial Advisors, its products and services, and Thrivent Financial.
Ability to work with all roles of Infinity Financial Advisors.
Ability to represent the organization in work with external clients.
Ability to cultivate and maintain relationships with outside organizations.
Background verification and fingerprint submission to the FBI are part of the hiring process.
Wealthscape Access Persons must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at a firm designated by TIMI.

Nice To Haves

Previous administrative or secretarial experience.

Responsibilities

Handle incoming telephone calls and respond to requests for information.
Oversee practice social media.
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 meetings with clients or members on behalf of 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.
Track practice expenses and oversee practice bill paying.
Provide backup support to other staff on tasks that do not require licensing or registration.
Participate in the business planning process.
Complete other miscellaneous tasks as assigned.
Greet members and handle or distribute postal mail and practice email.
Use Thrivent Financial computer systems and programs to support client relations.