Executive Assistant

Thrivent Financial • Hendersonville, NC • 6d ago

Summary

Michael Jay Raymond is an independent Wealth Advisor of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. His practice helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

The Executive Assistant will provide comprehensive support to the Lead Advisor, Michael Jay Raymond, by handling both personal and business tasks as they arise. Working closely with the Lead Advisor, this role will prioritize tasks, ensure effective communication, and manage urgent requests, even if they occur outside of regular working hours, in a collaborative manner.

This is a full-time, in-office position primarily out of Hendersonville, NC. Candidate must be willing to travel 2-3 times per year to help with out of state clients.

Compensation: $18-24/hr. dependent upon experience.

Benefits: 2 weeks paid time off. No medical or dental provided.

Professional growth is supported and encouraged within the practice.

Job Description

Position Roles/Responsibilities/Accountabilities

Book and coordinate personal and business travel, including lodging.

Manage the Lead Advisor's calendar and schedule meetings on their behalf.

Anticipate the daily needs of the Lead Advisor, such as arranging meals, adjusting meetings, and coordinating travel.

Handle logistics, coordination, agenda, and minutes for monthly meetings. Including ordering meals and requesting agenda items.

Monitor and manage the Lead Advisor 's email, sending emails on their behalf as necessary.

Schedule and reschedule personal appointments

Coordinate large group one-off meetings and group travel arrangements for client trips and events.

Process expense reports for the Lead Advisor

Fill out incentive and education logs for incentive trips.

Track and organize birthday acknowledgements for staff members.

Maintain records and facilitate acknowledgements for Financial Representative (FR) anniversaries.

Handle various projects as assigned.

Personal Assistance

Ensure the Lead Advisor has proper nourishment and hydration throughout the day.

Coordinate volunteering golf outings, managing attendee communications, and sponsorship requests.

Create and organize holiday cards and mailing lists for business and personal contacts.

Make dinner reservations upon request.

Manage various subscriptions and loyalty accounts.

Send gifts on behalf of the Lead Advisor and their spouse.

Position Qualifications

2+ years of administrative assistant or other relevant job experience required

Highly organized and detail oriented.

Excellent written communication skills.

Ability to manage multiple tasks efficiently and prioritize effectively.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Strong interpersonal skills and the ability to work both independently and as part of a team.

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 Michael Jay Raymonds' 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.

Determine the need for future access to Wealthscape. 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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