Administrative Assistant

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls and responds to requests for information
• Performs routine administrative duties such as maintaining office supplies and processing mail
• 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
• Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practices Financial Representatives
• Updates the contact management system with client/member contact and preference information
• Assists Financial representative in the preparation and follow up for the client/member meetings
• Collaborates with financial associates to assist client with product changes
• Participates and drives marketing services including direct-mail fraternal activities seminars meetings
• Verbal or written communications with prospective or existing customers regarding financial matters
• Additional responsibilities as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• If work on variable insurance or annuities is conducted must be appropriately licensed/appointed and registered for variable products.
• Demonstrated customer service orientation/experience 2 years preferred
• 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

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 Dakota Valley Associates
• 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 Jason Briscos recruiting/hiring/contracting process a verification of a candidates background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.