Thrivent · 3 days ago
Administrative Assistant
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FinanceFinancial Exchanges
Insider Connection @Thrivent
Responsibilities
Handles incoming telephone calls and responds to requests for information
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
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Tracks practice expenses and oversees the practice bill paying
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Participates in the business planning process
Completes other miscellaneous tasks as assigned
Qualification
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Required
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 Rum River Associates, our products and services, and Thrivent Financial
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
Funding
Current Stage
Late StageRecent News
2024-04-26
2024-04-26
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