Administrative Assistant

Summary

Heart of the Valley Wealth Advisors, an established financial services practice for Thrivent with offices in Menasha, WI & San Jose, CA, is looking for an Administrative Assistant, 35-40 hours per week. We're hiring motivated people to grow with us.

Position summary:

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. This position is based in our Menasha, WI office but supports our advisors in California as well so being comfortable using Zoom & other digital tools regularly is a must.

Salary: $40,000 - $44,000 based on experience. Benefits and generous PTO provided. There is the opportunity to grow within the team if desired.

Job Description

Position Responsibilities

• Handles incoming telephone calls and emails and responds to requests for information

• Greets & assists clients who come to the Menasha, WI office

• Performs routine administrative duties such as maintaining office supplies and processing mail

• Prepares or coordinates the preparation of routine correspondence, reports, and special projects

• Keeps office organized & meeting spaces prepared for client meetings

• 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 in the preparation and follow up for client meetings

• Prepares & sends forms, as well as correspondence to clients

• Takes notes in client meetings, both in the Menasha, WI office & on Zoom

• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative or customer service experience desired

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) desired, as well as ability to quickly learn new computer programs

• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

• Ability to maintain integrity of sensitive/confidential information

As part of our recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.