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Administrative Support Specialist

1 month ago

Gig Harbor, Washington, United States Thrivent Financial Full time
Job Summary

Harbor Financial Group is seeking a highly organized and detail-oriented Administrative Assistant to provide critical support to our team. As a key member of our operations team, you will be responsible for maintaining the daily operations of our practice, utilizing Thrivent computer systems and programs to support client scheduling, service requests, and data entry.

Key Responsibilities
  • Welcome clients in a warm and professional manner
  • Answer and triage all incoming calls and messages
  • Interface with clients extensively to coordinate meetings, mailings, and other communications
  • Support the lead advisor with various functions and tasks
  • Maintain client correspondence, including mailing lists, card lists, compliance, and marketing mailings
  • Document client meetings and prefill applications with 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
Competencies
  • Planning/Organizing
  • Client Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility
Additional Requirements
  • 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's 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.