Summary
This position provides administrative support to Michael Jay Raymond. This role is critical to our member experience and requires a positive friendly and 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 practice email ordering supplies utilizing Thrivent Financial computer systems and programs in support of client relations and other administrative tasks assigned. The receptionist reports to and is employed by Michael Jay Raymond.
This is a full-time in-office position primarily out of Asheville NC. The candidate must be willing to travel to the Hendersonville office as needed.
Hours: 8:45am - 5:15pm
Compensation is $18-22/hr. dependent upon experience.
Benefits: 2 weeks paid time off. No medical or dental provided.
Professional growth is supported and encouraged within the practice.
Job Description
Position Roles/Responsibilities/Accountabilities
- Greet clients and visitors when they arrive
- Answer all incoming calls and disperse them and any messages appropriately
- Support the team with variety of functions and tasks
- Interface with clients to coordinate meetings mailings and other communications
- Maintain client correspondence including compliance and marketing mailings
- Schedule all meetings and provide driving directions
- Maintain the Lead Advisors calendar
- Update CRM systems as needed
- Maintain internal mailing lists birthday card lists and monthly calling lists
- Maintain physical or electronic files
Position Qualifications
- Previous experience working as a receptionist in a professional service firm 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 Basic understanding of Trailhead Financial Group our products and services and Thrivent Financial
Competencies
- Customer Focus
- Planning/Organizing
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of Thrivent
- 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 the practices recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.