Administrative Assistant

Thrivent Financial • Willernie, MN • 1h ago

Summary

This position provides administrative support to Wellspring Advisor 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 Nick Rasmussen of Wellspring Advisor Group.

This full-time role is fully in-office out of Willernie, MN

Hours: 8a - 4pm; Monday - Friday

Compensation: $22 to $24/hr. depending upon experience.

Benefits: 15 days of personal paid time off plus 10 national paid holidays. Retirement plan available with employer match - 3%. Health insurance options can be discussed.

The practice is looking for someone eager to grow their career and take on increasing responsibilities as part of the team.

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

Completes other miscellaneous tasks as assigned

Position Qualifications

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

Strong technological proficiency

External/Internal Dependencies

Must be able to work with all the roles of Wellspring Advisor Group.

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 Wellspring Advisors Groups' 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.

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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