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Administrative Assistant

Company: Thrivent Financial
Location: Cheyenne
Posted on: June 6, 2021

Job Description:

Summary

An established financial services practice for Thrivent in Cheyenne, WY is looking for a full-time Administrative Assistant. We're hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we'd like to connect with you. Position summary:This role is critical to our client experience and requires a friendly, upbeat demeanor. The Administrative Assistant supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by the Financial Professional.*This position does NOT provide medical benefits.

Job Description

Position Responsibilities

+ 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 facing activity in the practice by scheduling meetings with clients on behalf of the practice's Financial Professionals

+ Updates the contact management system with client contact and preference information

+ Assists Financial Professionals in the preparation and follow up for the client 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

+ Obtain life/health insurances licenses within 90 days of hire

+ Obtain Series 7 and 66 securities licenses within one year of hire

+ 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

As part of our recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.

Keywords: Thrivent Financial, Cheyenne , Administrative Assistant, Other , Cheyenne, Wyoming

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