A successful independent Financial Service Team of Thrivent Financial is looking to add a part time (20-25 hours per week) Administrative Assistant to their team in Lancaster, PA. Thrivent Financial's representatives' take a customized approach to helping their members achieve multiple financial goals. See the difference with this team as they help members analyze their current situation, develop in-depth financial programs, and implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every single day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
You are customer focused, organized, and inventive. 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. The Administrative Assistant reports to and is employed by the independent Financial Consultant. Medical benefits are not provided by Thrivent Financial.
You will be the first point of contact for members/clients in-person and phone
Manage client communication, schedule and confirm client appointments
Greet clients/members as they arrive for appointments
Collaborate with the home office to maintain and follow up on pending business and requirements, etc. to keep the business moving forward
Strong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), and data-base Salesforce, and other related CRM (desired).
Coordinate marketing activities (social media presence, email campaigns, etc.).
Ability to maintain integrity of sensitive/confidential information
Handle and properly document sensitive communications with client/members, and respond in an effective and timely manner to ensure customer happiness
Coordination support of client events, workshops, seminars, and Action Team volunteer opportunities
Traits we Value:
Outstanding customer support
You are focused and inventive
You are innately organized
You adopt systems and processes and have a real passion for continual learning
You have a strong work ethic; prompt, meticulous - 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 Financial For Lutherans