Administrative Assistant

Thrivent Financial • Van Wert, OH • 22h ago

Summary

This position provides administrative support to Endeavor. 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 Endeavor Financial Group.

This is an in-office position located in Van Wert, OH. Compensation is $42,500 - $52,500 dependent upon experience. Benefits include Holiday Pay, Simple IRA, and PTO. PTO is available after a 90-day probationary period. No other benefits provided.

There is an immediate growth track to acquire insurance licensing.

Job Description

Position Roles/Responsibilities/Accountabilities

Handles incoming telephone calls and responds to requests for information

Research inquiries regarding member/customer accounts

Provides fund values and answers other fixed insurance and fixed annuity related questions

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

Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice's Financial Advisors

Updates the contact management system with customer/member contact and preference information

Assists Financial Advisors in the preparation for and follow up from customer/member meetings

Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes

Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings

Explains, discusses or interprets fixed insurance or fixed annuity contracts

Communicates with customer whether requested coverage is or will be bound or issued

Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts

Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Previous administrative/secretarial experience desired

Must be willing to acquire insurance licensing immediately.

Demonstrated customer service orientation/experience, 2+ years preferred

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 Endeavor Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required 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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