Job Information
Thrivent Financial Administrative Assistant in Menasha, Wisconsin
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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.