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$22/hr–$27/hr
Part-time
Posted 15d ago
~20 hrs/week
Responsibilities
The Administrative Assistant provides comprehensive support to the practice, including managing client communications, scheduling, and maintaining office records. They are responsible for handling incoming calls, processing mail, and ensuring the office environment remains professional and organized.
Requirements
Candidates should have previous administrative or secretarial experience and strong technical proficiency with business software like Microsoft Office. The role requires the ability to manage multiple tasks effectively while maintaining the confidentiality of sensitive client information.
Full job description
Summary
This position provides administrative support to Panorama Group. 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 Administrative Assistant reports to and is employed by the financial advisors.
This is an in-office position, working 20 hours a week (day shift). Compensation is $22-27/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
Support the lead advisor with variety of functions and tasks
Interfaces with clients extensively to coordinate meetings, mailings, and other communications.
Answer and triage all incoming calls and messages appropriately
Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings
Document client meetings and prefill applications, paying careful attention to detail and accuracy
Maintain adequate office supplies and professional appearance of the office areas
Maintain the Lead advisor’s calendar
Update CRM systems as needed and maintain physical or electronic file systems
Input checks received into the blotter and on client posting sheets
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 Panorama Group, our products and services, and Thrivent Financial
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Panorama Group'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.
Where Money Means More ™
We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Instagram. YouTube and Facebook. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
Offices: 600 Portland Ave S., Suite 100, Minneapolis, MN 55415-4402, US · 4321 N. Ballard Road, Appleton, WI 54919-0001, US
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