Administrative Assistant

Thrivent

Job Location:

Hendersonville, TN - USA

Monthly Salary: $ 18 - 22

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Summary

Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within Thrivents Southeast Advisor Group. Founded by Michael Raymond ChFC CEPA FIC TFG serves clients across Western North Carolina from offices in Asheville and Hendersonville. Our team is built around a culture of excellence integrity and genuine service and were looking for someone who embodies those same values.

Position Overview

The Administrative Assistant is the first face clients and guests encounter at Trailhead Financial Group. This role is based primarily out of our Hendersonville NC office with regular presence in our Asheville location one to two days per week (or more if client needs dictate) alongside the full advisory team. You will support the Trailhead Financial Group client needs across both locations serve as a key operational anchor for day-today office functions and provide administrative support to our Wealth Advisors and Founder. The Administrative Assistant is employed by George Bailey Group LLC.

This position is home-based at our Hendersonville NC office. Regular travel to our Asheville NC office is expected on to two days per week (or more if client needs dictate) coordinated with the full team schedule. Occasional additional travel may be required to support executive operations attend conferences or participate in firm-sponsored events.

Compensation for this role is $18-22/hr dependent upon experience. PTO provided. No medical or dental benefits.

Job Description

Position Roles/Responsibilities/Accountabilities

Client & Guest Services

Serve as the primary point of welcome for all clients and visitors to both the Hendersonville and Asheville locations

Greetand direct clients for multiple advisors in a professional warm manner

Represent Trailhead Financial Group as one of the recognizable faces of the organization at events and in the office

Office Operations

Manage daily opening and closing procedures for the Hendersonville office; support Asheville officeoperations during scheduled weekly visits

Maintain the overall appearance organization and readiness of the shared office space

Monitor advisor schedules and calendars proactively flag conflicts gaps or scheduling concerns to leadership (scheduling decisionsremainwith the advisor team)

Communications & Administrative Support

Answer and professionally route all inbound calls

Make outbound calls as directed by the advisor team or executive assistant

Receive sort and distribute incoming mail

Scan and digitally file documents with accuracy and attention to detail

Draft format and send emails on behalf of the team as requested

Executive & Marketing Support

SupportExecutive Assistant with administrative tasks and serve as coverage during her absence

Assist Marketing Director with social media posting and content coordination as needed

RepresentTFG at select company events and client-facing functions

Position Qualifications

Exceptional interpersonal and communication skills both written and verbal
Professional polished appearance and demeanor consistent with a client-facing financial services environment
Strong organizational skills with the ability to manage multiple priorities simultaneously
Proficiency with Microsoft Office Suite (Outlook Word Excel) and general comfort with technology
Reliable punctual and detail-oriented with a proactive approach to problem-solving
Prior experience in a receptionist front-desk or administrative support role
Familiarity with financial services wealth management or professional services environments (preferred)
Experience with calendar management tools and CRM platforms(preferred)
Social media literacy (LinkedIn Facebook Instagram) for light content posting support (preffred)
Notary Public preferred (or willing to obtain in first 90-days of employment

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
AI familiarity

External/Internal Dependencies

Must be able to work with all roles of the TFG
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 TFGs 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:

Junior IC

SummaryTrailhead Financial Group (TFG) is a growing wealth advisory practice operating within Thrivents Southeast Advisor Group. Founded by Michael Raymond ChFC CEPA FIC TFG serves clients across Western North Carolina from offices in Asheville and Hendersonville. Our team is built around a culture ...