Office Professional

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Brian McCaskill and responds to requests for information
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Marketing coordination and event management (client appreciation events webinars workshops managing social media content)
• 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 on behalf of the practices Financial Advisors
• Update the contact management system with client/member contact and preference information
• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Tracks practice expenses and oversees the practice bill paying
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
• Participates in the business planning process
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• Previous phone experience is a plus
• 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 Brian McCaskill 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 Brian McCaskill
• 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 Brian McCaskills 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.