Administrative Assistant

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

• Schedule and confirm client meetings ensuring all necessary arrangements are made.
• Coordinate with clients and internal staff to manage calendars and appointments.
• Send reminders and follow-ups to clients regarding upcoming meetings.
• Assist in processing client service requests promptly and accurately.
• Handle administrative tasks related to account management and documentation.
• Liaise with clients to gather required information and ensure their requests are fulfilled.
• Handle incoming calls and emails providing professional and courteous assistance.
• Maintain organized and up-to-date client records and files.
• Perform general office duties such as data entry filing and office supply management.
• Meet and greet clients upon arrival to the office.
• Completes other miscellaneous tasks as assigned.

Position Qualifications

• High School Diploma or equivalent required
• Previous administrative/secretarial experience desired
• Strong organizational and time-management skills
• Excellent verbal and written communication skills
• 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
• Experience with social media platforms and basic marketing principles.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• High level of professionalism and discretion.
• 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 Ascend National Wealth Advisors
• 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 Ascend National Wealth 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.