Administrative Support Specialist
4 weeks ago
This role provides critical administrative support to Thrivent Financial. The successful candidate will be responsible for handling daily operations, including answering phones, meeting/greeting clients, and processing mail. They will also be responsible for ordering supplies, utilizing Thrivent Financial computer systems, and performing other administrative tasks as assigned.
Key Responsibilities:
- Handle incoming telephone calls and respond to client inquiries
- Perform routine administrative duties, such as maintaining office supplies and processing mail
- Prepare or coordinate the preparation of routine correspondence, reports, and special projects
- Support projects, administration of various programs, and processing functions as needed
- Perform routine service work on client accounts, including handling non-transactional forms and providing tax forms to clients
- Assist with managing marketing lists and email campaigns
- Drive client-facing activity in the practice by scheduling meetings with clients on behalf of the Financial Advisor
- Update the contact management system with client contact and preference information
- Provide back-up support on tasks that do not require any type of 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 Thrivent Financial, our products and services, and Monarch Group
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
- Integrity
- Consistency/Efficiency
- Must be able to work with all roles of the Monarch Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
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