Administrative Assistant

2 months ago

Gig Harbor, United States Thrivent Financial Full time

Summary Harbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Position summary: The Administrative Assistant position is critical for providing leverage to the advisor’s time. This role keeps the daily operations of the practice running by utilizing Thrivent computer systems and programs in support of client scheduling, service requests, and data entry. The Administrative Assistant reports to Chad Alvarado and is employed by Harbor Financial Group. This position is 30-40 hours a week and in office. Compensation ranges from $24-30/hr dependent upon experience. Job Description Position Roles/Responsibilities/Accountabilities Welcome clients in a warm manner as they arrive into the office Answer and triage all incoming calls and messages appropriately Interfaces with clients extensively to coordinate meetings, mailings, and other communications. Support the lead advisor with variety of functions and tasks Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings Document client meetings and prefill applications, paying careful attention to detail and accuracy Maintain adequate office supplies and professional appearance of the office areas Maintain the Lead advisor’s calendar Update CRM systems as needed and maintain physical or electronic file systems Input checks received into the blotter and on client posting sheets Other duties as assigned by lead advisor(s) 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 Basic understanding of our products, services, and Thrivent Financial Competencies Planning/Organizing Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the Harbor Financial Group Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Harbor Financial Group 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.

  • Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial for Lutherans Full time

    The Administrative Assistant position is critical for providing leverage to the advisors time. This role keeps the daily operations of the practice running by utilizing Thrivent computer systems and programs in support of client scheduling, service Administrative Assistant, Administrative, Assistant, Advisor

  • Administrative Assistant

    1 week ago

    Gig Harbor, United States Thrivent Financial for Lutherans Full time

    The Administrative Assistant position is critical for providing leverage to the advisors time. This role keeps the daily operations of the practice running by utilizing Thrivent computer systems and programs in support of client scheduling, service Administrative Assistant, Administrative, Assistant, Advisor Learn More

  • Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial for Lutherans Full time

    Summary Harbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial...

  • Licensed Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial for Lutherans Full time

    Welcome clients in a warm manner as they arrive into the office. Answer and triage all incoming calls and messages appropriately. Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practic Administrative Assistant, Licensed, Administrative, Financial Advisor, Insurance, Assistant

  • Licensed Administrative Assistant

    7 days ago

    Gig Harbor, United States Thrivent Financial for Lutherans Full time

    Welcome clients in a warm manner as they arrive into the office. Answer and triage all incoming calls and messages appropriately. Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practic Administrative Assistant, Licensed, Administrative, Financial Advisor, Insurance, Assistant Learn More

  • Administrative Assistant

    2 weeks ago

    Gig Harbor, United States Thrivent Full time

    SummaryHarbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. ...

  • Administrative Assistant

    1 week ago

    Gig Harbor, United States Thrivent Full time

    SummaryHarbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. ...

  • Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial Full time

    Summary Harbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy....

  • Licensed Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial for Lutherans Full time

    Summary This position provides licensed administrative support to Harbor Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones,...

  • Licensed Administrative Assistant

    1 week ago

    Gig Harbor, United States Thrivent Full time

    SummaryThis position provides licensed administrative support to Harbor Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones,...

  • Licensed Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Full time

    SummaryThis position provides licensed administrative support to Harbor Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones,...

  • Licensed Administrative Assistant

    3 weeks ago

    Gig Harbor, United States Thrivent Financial Full time

    Summary This position provides licensed administrative support to Harbor Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones,...

  • Licensed Administrative Assistant

    2 weeks ago

    Gig Harbor, United States Thrivent Financial Full time

    Summary This position provides licensed administrative support to Harbor Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones,...

  • Administrative Coordinator

    3 weeks ago

    Gig Harbor, Washington, United States Thrivent Financial Full time

    Position Summary:The Administrative Assistant position plays a critical role in providing support to the advisor's time, ensuring the daily operations of the practice run smoothly. This role utilizes Thrivent computer systems and programs to coordinate client scheduling, service requests, and data entry.Key Responsibilities:Welcoming clients in a warm manner...

  • Administrative Assistant

    4 weeks ago

    Benton Harbor, United States Insight Global Full time

    Position: Administrative AssistantLocation: Benton Harbor MI 49022Duration: 6-month contract with extensionsPR: 15.62/hour Must Haves:High school diploma or GEDOne year of administrative work experience.Demonstrated computer proficiency including the use of Microsoft Office Products.Must possess the ability to organize data and processes and communicate...

  • Administrative Assistant

    4 weeks ago

    Benton Harbor, United States Insight Global Full time

    Position: Administrative AssistantLocation: Benton Harbor MI 49022Duration: 6-month contract with extensionsPR: 15.62/hour Must Haves:High school diploma or GEDOne year of administrative work experience.Demonstrated computer proficiency including the use of Microsoft Office Products.Must possess the ability to organize data and processes and communicate...

  • Administrative Assistant

    3 weeks ago

    Benton Harbor, United States Insight Global Full time

    Position: Administrative AssistantLocation: Benton Harbor MI 49022Duration: 6-month contract with extensionsPR: 15.62/hourMust Haves:High school diploma or GEDOne year of administrative work experience.Demonstrated computer proficiency including the use of Microsoft Office Products.Must possess the ability to organize data and processes and communicate...

  • Administrative Assistant

    1 week ago

    Oak Harbor, United States Ladgov Corporation Full time

    Job Title: Administrative Assistant Location: Naval Air Station Whidbey Is, WAHours of Operations : Normal duty hours will be 7:30AM - 4:00PM, Monday throughFriday, excluding Federal Holidays, with 30 minutes for lunch.Responsibilities:Process and submit travel claims, vouchers, advanced pay, and PCS gains/loss packages.Process and submit special pay...

  • Administrative Assistant

    3 weeks ago

    Oak Harbor, United States Ladgov Corporation Full time

    Job Title: Administrative Assistant Location: Naval Air Station Whidbey Is, WAHours of Operations : Normal duty hours will be 7:30AM - 4:00PM, Monday throughFriday, excluding Federal Holidays, with 30 minutes for lunch.Responsibilities:Process and submit travel claims, vouchers, advanced pay, and PCS gains/loss packages.Process and submit special pay...

  • Administrative Assistant

    2 months ago

    Oak Harbor, United States LADGOV CORPORATION Full time

    Job Title: Administrative Assistant Location: Naval Air Station Whidbey Is, WA Hours of Operations : Normal duty hours will be 7:30AM - 4:00PM, Monday through Friday, excluding Federal Holidays, with 30 minutes for lunch. Responsibilities: Process and submit travel claims, vouchers, advanced pay, and PCS gains/loss packages. Process and submit special pay...