What are the responsibilities and job description for the Office Professional (Administrative Assistant) position at Thrivent?
Summary
This position provides administrative support to Scot Fay. 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 Scot Fay.
This position is 32 hours a week Monday-Friday working 9 a.m. to 4 p.m. Compensation is $20-25 / hr based upon experience. Benefits include : retirement with match, PTO / Comp time, and all major holidays.
Job Description
Position Roles / Responsibilities / Accountabilities
- Handles incoming telephone calls 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
Position Qualifications
Competencies
External / Internal Dependencies
As part of Scot Fay'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.
Salary : $20 - $25
