Job Description

Summary

Lighthouse Harbor Associates in Fond du Lac, WI is an independent financial services practice of Thrivent. We take a broad-based approach to helping our members achieve multiple financial goals. Lighthouse Harbor Associates helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

*This position is full-time and does NOT include medical benefits.

Position summary:
This position provides administrative support to Lighthouse Harbor Associates. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, 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 Jamie A. Heise.

Job Description

Position Roles/Responsibilities/Accountabilities

* Handles incoming telephone calls to Lighthouse Harbor Associates and responds to requests for information
* Greets clients/first point of client contact via phone and in person
* 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
* Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practices Financial Representatives
* Update the contact management system with client/member contact and preference information
* Assist Financial representatives in the preparation and follow up for the client/member meetings
* 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, including but not limited to all aspects of marketing

Position Qualifications

* Previous administrative/secretarial experience desired
* 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 Lighthouse Harbor Associates 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.