Must be able to represent the organization in work with external clients.Must be able to work with all roles of the team.Basic understanding of our products and services, and Thrivent Financial.Ability to maintain integrity of sensitive/confidential information.Ability to 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., Microsoft Word, Excel, PowerPoint) or ability to learn.Previous administrative/secretarial experience desired.Completes other miscellaneous tasks as assigned.Participates in the business planning process.Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.Tracks practice expenses and oversees the practice bill paying.Assist Financial Advisors in the preparation and follow up for the client/member meetings.Update the contact management system with client/member contact and preference information.Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors.Supports projects, administration of various programs, and processing functions as needed.Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature.Performs routine administrative duties such as maintaining office supplies and processing mail.Handles incoming telephone calls to Chris Wieting and responds to requests for information.Position Roles/Responsibilities/Accountabilities Compensation will range between $30,000-45,000 annually depending upon experience. The Office Professional reports to and is employed by Chris Wieting. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. This role is critical to our member experience and requires a friendly, upbeat demeanor. This position provides administrative support to Chris Wieting.

Glassdoor for office