Office Professional

Thrivent•Washington, DC

21h•Remote

About The Position

Pacific Legacy Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Pacific Legacy Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. This position provides administrative support to the Pacific Legacy team. 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: Case prepping client meetings, preparing client meeting summary letters, using Copilot & other Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned.

Requirements

Experience using AI/Copilot to leverage efficiency in the workplace
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, services, and Thrivent Financial
AI/Copilot experience
Planning/Organizing
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Must be able to work with all members of the team

Nice To Haves

Previous administrative/secretarial experience desired

Responsibilities

Handles incoming telephone calls to Pacific Legacy Group and responds to requests for information
Using Microsoft OneNote and existing Pacific Legacy systems to complete the following: Keep calendar full and organized
Help manage new business and call clients with updates to keep the flow of business moving
Manage review meetings with brokerage clients to ensure each client gets 2 meetings per year
Manage tasks in OneNote
Prepare meeting prep for each meeting, 3 days prior to the appointment
Update meeting report and client profiles after each meeting
Prepare meeting summary letter to be approved, and emailed to each client within 48 hours
Upload notes to Salesforce client profile
Completes other miscellaneous tasks as assigned