Administrative Assistant (part-time)
Posted on: 9 Feb 2021
Arcadia, CA
Job Description
Summary
An established financial services practice for Thrivent in Arcadia, CA is looking for a part-time Administrative Assistant. 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.
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 Glenn Vallercamp.
*This position is part-time (20 hours/week) and 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 practices 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
* 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.
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.
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IndustryInsurance
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No. of EmployeesApprox. 3,000
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Website
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Jobs Posted494
