Sr. Administrative Assistant – Heartland Advisor Group
Posted on: 7 Dec 2021
Downers Grove, IL
Job Description
Job Duties and Responsibilities:
Provide day-to-day administrative support to the Front-Line Leaders, including email and calendar management, travel arrangements, submitting expense reports and other key responsibilities as assigned.
Ensure leaders can focus on key jobs to be done and execute on plans for their model week/service models by thinking and acting proactively; use systems to assist them in managing calendar and prioritizing email/other incoming tasks.
Collaborate with others in the Advisor Group and partners in the Centers of Excellence related to leader calendars and other requests.
Establish and maintain efficient office management processes; perform routine administrative duties such as maintaining office supplies, processing mail and other needs of the Advisor Group related to the physical location (as applicable).
Prepare meeting agendas and updates, maintains meeting notes, and arranges for implementation of action and follow-up items.
Prepare presentation materials and spreadsheets to produce high quality reports and presentations.
Responds to information requests and compose correspondence on a regular basis (often of a confidential nature).
Manage logistics for local meetings, including AV/technical, location, catering, RSVP management, etc.
Maintain strong business relationship with key stakeholders, including financial professionals, Advisor Group leaders/staff, enterprise leaders, and partners in the Centers of Excellence.
Supports other various projects, programs, and processing functions as needed.
Required Job Qualifications:
3+ years of administrative experience preferred
College or two-year degree from business or vocational school preferred
Demonstrated project management skills - success in managing, prioritizing, and organizing multiple projects at one time
Proficient experience with Microsoft Office Suite; ability to learn other software quickly (ie. Salesforce, etc)
Ability to think proactively to anticipate needs and prepare accordingly
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain the highest ethical, confidential, and professional standards at all times
Demonstrated ability to partner with key stakeholders to achieve stated goals (influencing skills)
Excellent communication skills, including oral, written, presentation and interpersonal skills
Excellent organizational skills and attention to detail
Demonstrated sound decision-making skills
Excellent business acumen skills, detailed knowledge of organization and variety of business areas
Demonstrated customer service skills and a service-minded attitude
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
