Administrative Support Specialist

7 days ago


Gig Harbor, Washington, United States Thrivent Financial for Lutherans Full time
Job Overview

We are seeking an Administrative Support Specialist to provide daily operational support to our advisors by utilizing Thrivent computer systems, handling client scheduling, service requests, and data entry.

Responsibilities
  • Welcome clients in a warm manner as they arrive into the office
  • Answer and triage all incoming calls and messages appropriately
  • Interfaces with clients to coordinate meetings, mailings, and other communications
  • Support the lead advisor with various functions and tasks
  • Maintain client correspondence including mailing 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
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
Compensation

The estimated salary for this position is $45,000 - $60,000 per year, depending on qualifications and experience.

About Thrivent Financial

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. We help every day through the financial solutions we offer, client activities we support, and resources we provide to the Christian community and nonprofit organizations.



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