Administrative Service Associate

3 weeks ago


Whitefish, Montana, United States Thrivent Financial Full time
About the Role

The Administrative Service Associate is responsible for providing high-level administrative support to our financial consultants, ensuring seamless client interactions. This role demands exceptional organizational skills and attention to detail.

Key Responsibilities:

  • Fielding client phone calls and responding to inquiries
  • Maintaining office inventory and processing postal mail
  • Preparing standardized correspondence and reports
  • Supporting project initiatives and program administrations
  • Coordinating client meetings with our financial advisors
  • Updating the client database with relevant information
  • Contributing to meeting preparation and follow-up activities
  • Tracking expenses and overseeing payment logistics
  • Offering secondary support for colleagues as needed

Essential Qualifications:

  • Prior administrative or secretarial experience preferred
  • Proficiency in MS Office applications and related software
  • Capacity to manage competing tasks while maintaining productivity
  • Trustworthiness in handling sensitive information
  • Familiarity with our product offerings and company culture
  • Emphasis on Competencies: Planning/Organizing, Customer Focus, Communication, Interpersonal Skills, Teamwork and Collaboration, Adaptability/Flexibility

Compensation Estimate: $50,000 - $65,000 annually, based on location and background.



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