Job Information
Thrivent Financial Executive Assistant in Temecula, California
Summary
This position provides administrative support to Insight Planning Group. A detail-oriented Executive Assistant needed to support a successful financial advisor serving 200 clients. This full-time position (40 hours/week) offers health benefits and retirement benefits, based in Temecula, California. The Executive Assistant reports to and is employed by Insight Planning Group.
This position offers competitive compensation and benefits while providing opportunity for professional growth within a successful financial advisory practice. Compensation is between $58,000-62,000 with potential to bonus. Benefits include: PTO, holiday pay, medical benefits, retirement plan with a 3% contribution, disability insurance.
Job Description
Core Responsibilities
Manage comprehensive email communications, ensuring timely and professional responses
Polish and proofread written communications to ensure clarity and accuracy
Attend client meetings to capture comprehensive, accurate notes
Organize and format client meeting notes for review and future reference
Create follow-up documentation based on client meeting discussions
Maintain detailed client records in our CRM system
Coordinate client meetings and follow-up activities
Support various business projects including:
Office management and administrative organization
Tracking and categorizing business expenses
Assisting with business-related documentation
Coordinating with vendors and service providers
Managing property-related communications and scheduling
Key Qualifications
Exceptional attention to detail and organizational skills
Outstanding written and verbal communication abilities
Strong note-taking skills with ability to identify key action items
Proficiency in creating clear, error-free documentation
Experience with email management systems and Microsoft Office suite
Ability to handle confidential information with discretion
Experience with basic bookkeeping and expense tracking preferred
Understanding of basic financial terminology a plus
The Ideal Candidate Will
Thrive in a fast-paced financial services environment
Demonstrate initiative and problem-solving skills
Adapt quickly to changing priorities
Value clear communication and organization
Contribute to a positive, client-focused team culture
As part of Insight Planning Group's 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.
Determine the need for future access to Wealthscape. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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.