Administrative Assistant

Thrivent Financial • Folsom, CA • 3d ago

Summary

This position provides administrative support to Melanie Morat. 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 Melanie Morat.

Melanie is looking for someone interested in the financial services industry with a desire to grow within the practice.

Compensation: This is a 1099 role; $23.50 hourly. This is an in-office role located in Folsom, CA, working 10-15 hours weekly.

Job Description

Position Roles/Responsibilities/Accountabilities

Scheduling appointments and maintaining calendar

Assist Financial Advisor in the preparation and follow up for the client/member meetings (DocuSign)

Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature

Event Planning/Marketing

Website and social media management

Managing client relations

Performs routine administrative duties such as maintaining office supplies and processing mail

Supports projects, administration of various programs, and processing functions as needed

Completes other miscellaneous tasks as assigned

Position Qualifications

BA degree preferred

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 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 practice.

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 Melanie's Morat'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.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.

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