Summary
This position provides administrative support to Avonlea Financial 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 Marketing Specialist reports to and is employed by Avonlea Financial Group.
This position is part time working approximately 20 hours a week (Monday through Thursday 9 am to 2:00pm). Compensation is $20-25/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
- Assists in marketing advertising prospecting and community engagement for Avonlea Finacial Group
- Manage and prepare event/workshop logistics in for both of Avonlea Financial Groups Marietta GA and Gainesville FL office
- Handles incoming telephone calls to Avonlea Financial Group 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 and community events on behalf of the practices Financial Advisors
- Update the contact management system with client/member contact and preference information
- Monitoring and tracking of various aspects within the client management system
- 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
- 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 Avonlea Financial Group our products and services and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Avonlea Financial 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 Avonlea Financial Groups 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.
Required Experience:
IC
SummaryThis position provides administrative support to Avonlea Financial 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 m...
Summary
This position provides administrative support to Avonlea Financial 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 Marketing Specialist reports to and is employed by Avonlea Financial Group.
This position is part time working approximately 20 hours a week (Monday through Thursday 9 am to 2:00pm). Compensation is $20-25/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
- Assists in marketing advertising prospecting and community engagement for Avonlea Finacial Group
- Manage and prepare event/workshop logistics in for both of Avonlea Financial Groups Marietta GA and Gainesville FL office
- Handles incoming telephone calls to Avonlea Financial Group 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 and community events on behalf of the practices Financial Advisors
- Update the contact management system with client/member contact and preference information
- Monitoring and tracking of various aspects within the client management system
- 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
- 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 Avonlea Financial Group our products and services and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Avonlea Financial 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 Avonlea Financial Groups 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.
Required Experience:
IC
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