Thrivent · 7 hours ago
Administrative Assistant
Thrivent is a company that provides financial services and support to its members, and they are seeking an Administrative Assistant to provide critical administrative support to Vista Point Wealth Advisors. This role involves handling phone calls, greeting members, managing correspondence, and supporting various administrative tasks to enhance the member experience.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Handles incoming and outgoing telephone calls to Vista Point Wealth Advisors
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
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Provides support across client services and light marketing functions, including administrative assistance for client events (such as Action Teams, Choice Dollars, and other activities), along with routine website maintenance, social media updates, and related support
Qualification
Required
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 Vista Point Wealth Advisors, our products and services, and Thrivent Financial
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Must be able to work with all roles of the Vista Point Wealth Advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Preferred
Previous administrative/secretarial experience desired
Benefits
401K
Health Insurance
Paid Time Off
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
H1B Sponsorship
Thrivent has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-28
Company data provided by crunchbase