Business Support Specialist
1 week ago
This position provides critical support to Prairie Financial Group, ensuring a seamless member experience. The successful candidate will be responsible for handling daily operations, including answering phones, greeting members, and managing correspondence. They will also utilize Thrivent Financial computer systems to support client relations and perform various administrative tasks as assigned.
This role is in-office, 30 hours per week. $20/hour compensation package includes a competitive salary.
Job Responsibilities
- Handle incoming telephone calls to Prairie Financial Group and respond to requests for information
- Maintain office supplies and process mail
- Prepare or coordinate routine correspondence, reports, and special projects
- Support projects, administration of various programs, and processing functions as needed
- Schedule meetings with clients/members on behalf of the practice's 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
- Track practice expenses and oversee bill paying
- Provide backup support on tasks that do not require licensing or registration for other staff members
- Participate in business planning
- Prior administrative/secretarial experience preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
- Ability to handle multiple tasks while maintaining high quality work amidst frequent interruptions
- Capacity to maintain integrity of sensitive/confidential information
- Basic understanding of our products and services, and Thrivent Financial
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
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