Thursday, November 24, 2011

Office Professional-Menomonie, WI

Position summary:
This 30 hour/week position provides administrative support to 2 financial advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. 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. The Office Professional reports to and is employed by the financial advisors.

Position Roles/Responsibilities/Accountabilities
Handles incoming telephone calls to the financial advisors 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
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the financial advisors
Update the contact management system with client/member contact and preference information
Assist financial advisors in the preparation and follow up for the client/member meetings
Tracks practice expenses and oversees the practice bill paying
Provides back-up 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

Position Qualifications
Previous administrative/secretarial experience desired
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 integrity of sensitive/confidential information
Basic understanding of the financial practices, our products and services, and Thrivent Financial

Customer Focus
Interpersonal Skills
Teamwork and Collaboration

External/Internal Dependencies
Must be able to work with all roles of the practice
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Find Jobs - Office Professional Jobs in Menomonie, Wisconsin - Thrivent Financial

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