Job Posting for Administrative Assistant at Thrivent Financial
Summary
The Kansas City, MO financial services practice for Thrivent Financial is looking to grow their practice with an Administrative Assistant. Thrivent takes a broad-based approach to helping our members achieve multiple financial goals. Our Financial Advisors help our members analyze their current situation, develop in-depth financial programs and help them implement an integrated financial strategy to be wise with money and live generously.
Job Description
Position Summary:
You are customer focused, organized, and resourceful. You are able to handle multiple details, follow-through and help the clients feel supported and appreciated. If this sounds like you - we would love to talk with you! This full-time position provides overall office support to the practice serving as a resource to the Financial Advisors and client/members. *This position does not include medical benefits.
Position Roles/Responsibilities:
Assist Financial Advisors in the preparation and follow up for the client/member meetings
You will be the first point of contact for members/clients in-person and on the phone
You will answer calls, schedule and confirm client appointments
You will greet clients/members as they arrive for appointments
Populate and maintain accurate client data in CRM software and other data systems
Handle and properly document sensitive communications with client/members, and respond in an effective and timely manner to ensure customer satisfaction
Perform routine administrative duties such as maintaining office supplies, processing mail, scanning and faxing documents
Assist with marketing efforts and event coordination on a case-by-case basis
Position Qualifications:
The ideal candidate has excellent communication skills on the phone and in person as you will be communicating with members and prospects
Demonstrated customer service orientation/experience, 2+ years preferred
Ability to work independently, handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Strong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), and Salesforce or other CRM preferred
Ability to maintain integrity of sensitive/confidential information
Desire to learn more about our products, services, and Thrivent Financial
Traits we Value:
Exceptional customer support - clients notice and see the difference
You are self-directed and resourceful
You are innately organized – it’s who you are
You embrace systems and processes and have a passion for continual learning
You have a strong work ethic; prompt, dependable - professional and personal integrity
As part of the recruiting/hiring/contracting process, a verification of your background will be made to complete the process. Fingerprints will be required as part of FINRA registration process and for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. Thrivent is a membership-owned diversified financial services organization that serves Christians and their families. As a mission-driven, Fortune 500 organization, it helps guide its more than 2 million members and customers to be wise with money.
Salary.com Estimation for Administrative Assistant in Basehor, KS
$39,632 to $50,373
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