Administrative Coordinator
1 week ago
This role provides critical administrative support to Heart of Illinois Associates, playing a vital part in delivering exceptional member experiences. The ideal candidate will possess a friendly and upbeat demeanor, with excellent communication and interpersonal skills.
Key Responsibilities- Provide administrative assistance to the practice, including answering phones, greeting members, and handling mail and email.
- Support daily operations, such as ordering supplies, utilizing Thrivent Financial computer systems, and performing other administrative tasks as assigned.
- Drive client-facing activity by scheduling meetings with clients/members on behalf of Financial Advisors.
- Update the contact management system with client/member contact and preference information.
- Assist Financial Advisors in preparing and following up on client/member meetings.
- Provide backup support on tasks that do not require licensing or registration for other staff members, as needed.
- 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 Heart of Illinois Associates, our products and services, and Thrivent Financial.
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
- Must be able to work with all roles of Heart of Illinois Associates' team.
- 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 Heart of Illinois Associates' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. Fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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