Executive Assistant
Share
Job Location:
Auburn, AL - USA
Monthly Salary:
$ 23 - 30
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Summary
This position provides administrative support to Approach Path Financial Advisors. 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 Executive Assistant reports to and is employed by Alan Writer.This is a part-time position working 2-3 days a week approximately 25 hours a week. Compensation is $23-30/hr depending upon experience. This role will be in office in Auburn and once a month will be in Everett. Licensing growth track available.
Job Description
Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls to Approach Path Financial Advisors and responds to requests for information
- Optimizing advisors calendars and schedules
- Performs routine administrative duties such as maintaining office supplies and handling filing
- 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
- Handling physical paper files
- Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practices Financial Advisors
- 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
- Previous paper filing experience
- 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 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 team
- 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 Approach Path Financial Advisors 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.
Required Experience:
IC
Key Skills
- Time Management
- Microsoft Office
- Organizational skills
- Microsoft Outlook
- Microsoft Word
- Personal Assistant Experience
- Microsoft Powerpoint
- Calendar Management
- Microsoft Excel
- Administrative Experience
- Microsoft Outlook Calendar
- Google Suite
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.
