Administrative Assistant/Office Support Specialist
4 weeks ago
The Administrative Assistant position is a critical role within Harbor Financial Group, providing essential support to the advisor's time. This position is responsible for maintaining the daily operations of the practice, utilizing Thrivent computer systems and programs to support client scheduling, service requests, and data entry.
Key Responsibilities
Document client meetings and prefill applications with attention to detail and accuracy
Maintain adequate office supplies and professional appearance of the office areas
Update CRM systems as needed and maintain physical or electronic file systems
Provide exceptional client service, welcoming clients in a warm manner as they arrive into the office
Requirements
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
About Thrivent Financial
Thrivent Financial is a faith-based, not-for-profit financial services organization with a commitment 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.
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Administrative Support Specialist
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Administrative Support Specialist
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