Administrative Assistant

Summary

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. As a Thrivent affiliated team we help our clients achieve confidence clarity trust and contentment by increasing their understanding discovering their goals designing a plan delivering solutions and sustaining progress. Said differently we are passionate about our clients success and are looking to find an administrative assistant who shares our enthusiasm.

The Administrative Assistant role is an energizing peoplefocused position perfect for someone who feels genuinely fulfilled by keeping a fastmoving office running smoothly and creating exceptional experiences for both clients and colleagues. Youll be the friendly face greeting guests the calm and resourceful communicator fielding calls and the thoughtful partner supporting client communications birthday gifts and service requests. This role thrives on adaptability collaboration and strong interpersonal skills as youll work closely with the team on events marketing efforts business planning sessions and more.

We are a rapidly growing practice whose members feel more like family than co-workers. While Thrivents home office provides the requisite resources to be successful in this industry we encourage individuals with an entrepreneurial spirit and who are comfortable in a small team environment to apply.

The Administrative Assistant reports to and is employed by Purpose Driven Wealth. Salary is between $45000 to $55000 dependent upon experience. Benefits package includes Medical Dental Vision 401k Paid time off plus 12 paid holidays.

Job Description

Responsibilities

• Support the office with variety of functions and tasks such as calendar management travel management scanning business planning sessions lunches team outings and other administrative functions
• Interfaces with clients to coordinate meetings mailings sending birthday gifts and other communications
• Help with client service requests as needed.
• Answer incoming calls and disperse them and any messages appropriately
• Maintain adequate office supplies and professional appearance of the office areas
• Update CRM systems as needed
• Assist with event planning and marketing efforts as needed.
• Checking the mail
• Assist with paying office expenses
• Greet clients and guests who come to the office
• Engage in teamwork and teambuilding workshops/conferences throughout the year.
• Understand and support PDWs vision and mission
• Other responsibilities as assigned by the Operations Manager

Position Qualifications

• Is fulfilled by administrative and customer service work.
• Strong phone skills
• 2 years of administrative assistant or other relevant job experience required
• Strong attention to detail
• 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
• Exceptional customer service skills
• Willingness to learn new things and take on new tasks.
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products services and Thrivent Financial

Competencies

• Planning/Organizing
• Client Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of Purpose Driven Wealth
• 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 Purpose Driven Wealth 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.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.