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Thrivent is Hiring an Administrative Assistant Near Berlin, WI
SummaryThis position provides administrative support to David Shattuck and team. 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 Office Professional reports to and is employed by David Shattuck and team.
This position is working 30-35 hours a week; open to discuss potential for full time hours. Compensation ranges from $17-18/hr depending upon experience.
Job Description Position Roles/Responsibilities/Accountabilities
This position is working 30-35 hours a week; open to discuss potential for full time hours. Compensation ranges from $17-18/hr depending upon experience.
Job Description Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls to David Shattuck and team and responds to requests for information
- 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
- Tracks practice expenses and oversees the practice bill paying
- 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
- 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 David Shattuck and team, 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
Job Summary
JOB TYPE
Part Time
INDUSTRY
Insurance
SALARY
$44k-55k (estimate)
POST DATE
07/04/2024
EXPIRATION DATE
07/30/2024
WEBSITE
thrivent.com
HEADQUARTERS
SAINT CLOUD, MN
SIZE
3,000 - 7,500
FOUNDED
1902
TYPE
Private
CEO
SHARON LITZAU
REVENUE
$1B - $3B
INDUSTRY
Insurance
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