
Website Thrivent
Job Description:
This role is critical to our client experience and requires a friendly, upbeat demeanor. The Administrative Assistant supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by the Brevard Group.
<
Job Responsibilities:
- Handles incoming telephone calls and responds to requests for information
- Performs routine administrative duties such as maintaining office supplies and processing mail
- Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
- Supports projects, administration of various programs, and processing functions as needed
- Drives client-facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Professionals
- Updates the contact management system with client contact and preference information
- Assists Financial Professionals in the preparation and follow up for the client meetings
- Tracks practice expenses and oversees the practice bill paying
- Provides backup support on tasks that do not require any type of licensing or registration for other staff members, as needed
- Participates in the business planning process
- Completes other miscellaneous tasks as assigned
Job Requirements:
- Previous administrative/secretarial experience desired
- Ability to obtain health and life insurance licenses within 90 days of employment
- 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 the integrity of sensitive/confidential information
Job Details:
Company: Thrivent
Vacancy Type: Full Time
Job Location: Melbourne, FL, US
Application Deadline: N/A
<
jobstrivia.xyz