Office Administrator

Title: Administrative Assistant

Reports to: Timothy Saeger - Thrivent Financial

Location: Plymouth

Hours: Flexible

General Description

The Administrative Assistant position is critical for providing leverage to the advisor’s time. This role keeps the daily operations of the practice running by utilizing Thrivent computer systems and programs in support of client scheduling, service requests, and data entry.

Responsibilities

• Support the lead advisor with variety of functions and tasks

• Interfaces with clients extensively to coordinate meetings, mailings, and other communications.

• Answer all incoming calls and disperse them and any messages appropriately

• Maintain client correspondence including compliance and marketing mailings

• Prefill client applications, paying careful attention to detail and accuracy

• Document client meetings as well as any trades being made

• Maintain adequate office supplies and professional appearance of the office areas

• Schedule all meetings and provide driving directions

• Maintain the Lead advisor’s calendar

• Update CRM systems as needed

• Maintain internal mailing lists, birthday card lists, and monthly calling lists

• Maintain physical or electronic file

• Input checks received into the blotter and on client posting sheets

Qualifications

• Previous experience working as an assistant in a professional services firm preferred

• Securities or insurance industry experience preferred but not required

• Expert knowledge of Office applications

• Knowledge of CRM systems, phone systems and office equipment

Career Progression

As the firm grows some administrators move into Office Professional responsibilities.

Compensation

Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

Job Types: Full-time, Part-time

Pay: $17.00 - $20.00 per hour

Expected hours: No less than 25 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Choose your own hours

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative experience: 1 year (Preferred)

Ability to Relocate:

• Plymouth, WI 53073: Relocate before starting work (Required)

Work Location: In person

Salary : $17 - $20