Thrivent · 10 hours ago
Administrative Assistant
Lexington, KY
Full-time
Onsite
Entry Level
$18/hr - $25/hr
2+ years expThrivent is a company dedicated to providing financial clarity and confidence to its clients. The Administrative Assistant role is vital for supporting Inspired Wealth Advisors by managing client interactions, organizing events, and ensuring smooth office operations.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Answer phones, greet clients, manage email and postal mail
Schedule client appointments and maintain calendars
Prepare correspondence, reports, and routine office documentation
Plan, coordinate, and execute client appreciation events, educational workshops, and community engagement activities
Manage event logistics (venue, catering, invitations, RSVPs, budgets)
Support marketing initiatives, including social media posts, email campaigns, and promotional materials
Serve as a client concierge during events and ensure a seamless experience
Assist with meeting prep and follow-up
Handle dedicated planning renewals, scanning, and sending DocuSigns
Organize client files and maintain compliance standards
Open and close the office daily
Maintain beverage center and tidy common spaces
Restock supplies and ensure a welcoming environment
Enter receipts and organize expenses
Monitor event spending and track campaign performance in CRM/Salesforce
Develop, document, and update standard operating procedures (SOPs) for recurring tasks and workflows
Regularly review and recommend improvements to office processes and systems
Other duties as assigned by financial advisors
Qualification
Required
Minimum 2 years of professional administrative support experience in a business, nonprofit, or client-facing environment
Strong project management and organizational skills; proven ability to coordinate multiple priorities and deadlines
Demonstrated initiative, assertiveness, and ownership in prior roles
Proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), CRM systems, and social media platforms
Exceptional attention to detail and accuracy in all work
High integrity and ability to maintain confidentiality with sensitive information
Strong interpersonal skills and a positive, team-oriented attitude
Excellent written and verbal communication skills
Preferred
3+ years of administrative or office management
1+ Years Event Planning
1+ Experience with CRMs (eg. Salesforce), DocuSign, or similar platforms
Work experience in financial services, preferably at a wealth management or financial advisory firm
Experience with process documentation, SOP development, or process improvement projects
Benefits
10 days of personal paid time off plus 10 national paid holidays.
Retirement plan (Profit sharing) available after 2 years.
Medical Reimbursement Account Available, but no formal health benefits provided.
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
5001-10000 employees
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
Teresa Rasmussen
President & CEO
Kelly Baker
Executive Vice President, Chief Human Resources Officer
Recent News
2026-01-22
2025-11-28
Company data provided by crunchbase