Lead Office Professional – Unlicensed

Thrivent
1 reviews

Posted on: 19 Jan 2021

Mill Creek, WA

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Job Description

Summary

An established financial services practice for Thrivent in Mill Creek, WA is looking for a Lead Office Professional. Were hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, wed like to connect with you.

This position provides broad and varied administrative support to the financial representatives. The Lead Office Professional reports to and is employed by the Financial Professionals.

***32-40 hours/week. Medical benefits are NOT provided.

Job Description

Position Roles / Responsibilities / Accountabilities:

Office Support

* Greet clients and provide other receptionist functions.
* Schedule appointments.
* Prioritize and distribute incoming mail and e-mail.
* Coordinate financial representatives calendars.
* Basic accounting/bookkeeping.
* General office duties, as needed (such as preparing and sending faxes, making copies, preparing coffee and ordering kitchen supplies, maintaining reception area and conference rooms, etc.).
* Other duties/errands as assigned.

Client File Management

* File statements and correspondence.
* Manage client file information by entering updates and creating new files in the Client Data System.
* Update brochures and other documents, order forms and supplies, and shred documents.
* Maintain mailing lists.
* Contact churches to update membership lists.

Computer Support

* Data entry, including regular software updates, completing address changes and backup.
* Prepare labels for mailings and client files.
* Prepare and printing reports.
* Order statements and access other member information.

Marketing and Member Services

* Coordinate direct-mail program.
* Coordinate seminars and meetings.
* Provide support for chapter fraternal activities, as needed.
* Print and mail cover letters and client correspondence.
* Assist with follow-up telephone calls.
* Telephone prospects.

Position Qualifications

Prior experience in office administration helpful

Proficient in appropriate software packages (Word, Excel)

Experience in database management helpful

Demonstrated organization, communication and teamwork skills

Demonstrated telephone and customer relations skills

Demonstrated ability in business writing, spelling and grammar skills

Proven ability to handle multiple tasks or projects

Competencies:
Communication, Teamwork, Collaboration, Planning/Organizing, Customer Focus, Interpersonal Skills

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.

Thrivent

Minneapolis, MN

Thrivent Financial for Lutherans, Inc., along with its subsidiaries, provides financial services to Christians in the United States. The company offers insurance products and services, including life, disability income, long-term care, Medicare supplement, medical, and business insurances; and annuities, such as immediate annuities, deferred annuities, deferred income annuities, and variable annuities.

It also provides traditional and Roth individual retirement accounts; investment and asset management services, including mutual funds, managed accounts, and professional money managers; securities and investment advisory services; and financial planning and guidance services through representatives. In addition, the company offers church and institution financing; employee sponsored retirement plans; federal credit union products and services for businesses; and endowments for organizations, as well as creates and supports national outreach programs and activities that help congregations, schools, charitable organizations, and individuals in need.

Further, it sells men’s apparel, ladies apparel, calendars, caps, bags, binders, children products, drink ware, golf/sport/outdoor items, household products, Lutheran/Christian products, money mindset books, paper goods, personalized items, general goods, racing gear, writing instruments, and gift cards through its online store. The company was formerly known as Lutheran Brotherhood and changed its name to Thrivent Financial for Lutherans, Inc. in 2001. The company was founded in 1902 and is based in Minneapolis, Minnesota with regional financial offices in the United States.