Summary
Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to help our clients achieve multiple financial goals. With over 100 years of financial industry experience backing our practice were primed for continued growth. Our team is committed to delivering exceptional service and building lasting relationships with our clients. We have a friendly genuine family-like team whose passion shines through our work each and every day.
Position Summary
We are looking for a determined and energetic Administrative Assistant to join our team as the backbone of our operations. The right candidate for this role will be detail-oriented operationally focused and highly motivated. Are you someone who enjoys going the extra mile to provide an exceptional customer experience and find excitement not stress in managing client scheduling and administrative tasks then this is the position for you!
Position Overview
As the first point of contact for visitors and callers the Administrative Assistant plays a key role in delivering outstanding customer service and ensuring smooth office operations. This role requires excellent organizational skills the ability to coordinate calendars handle scheduling conflicts and maintain clear communication with all parties. You will be responsible for greeting guests answering and directing phone calls managing correspondence and supporting general office activities in a professional and efficient manner. The administrative assistant is employed by Emerald Financial Group. Compensation ranges between $20-24/hr dependent upon experience.
Compensation and benefits
Competitive pay and performance-based bonuses
Medical Dental and Vision Benefits after 90-day introductory period
Retirement savings plan with company match
Paid time off
Holiday Pay
Professional development opportunities
Hours: 8:00am- 5:00pm
Location(s): Rochester MN
Job Description
Position Roles/Responsibilities/Accountabilities
- Coordinate and schedule appointments meetings and events for internal teams and clients ensuring that schedules are optimized and conflicts are minimized
- Update the contact management system with client/member contact and preference information (Salesforce)
- Greet clients and visitors when they arrive to our practice
- Answer all incoming calls and disperse them and any messages appropriately
- Process applications to the point of signature
- Complete paperwork and documentation accurately
- Maintain office supply inventory and processing mail
- Maintain internal mailing lists birthday card lists and monthly calling lists
- Ensure the reception and common areas are kept clean organized and presentable at all times
- Completes other miscellaneous tasks as assigned
Position Qualifications
- Previous experience working as a receptionist in a professional services firm desired
- Expert knowledge of Office applications
- Knowledge of CRM systems phone systems and office equipment
- Ability to maintain integrity of sensitive/confidential information
- Ability to identify issues and find solutions quickly keeping operations running smoothly while experiencing frequent interruptions
Competencies
- Professional friendly and approachable demeanor
- Excellent verbal and written communication skills and youre comfortable interacting with clients and colleagues
- Meticulous and highly organized ensuring all tasks are completed with accuracy
- Punctual and reliable with a strong work ethic
As part of Emerald 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.