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Job Overview
Employment Type
Full-time
Compensation
Salary
Exact $55,000.00
Work Schedule
Flexible
Benefits
401(k)
flexibility
potential for annual bonus
Paid holidays
Paid Time Off
Parental leave
floating holidays
Job Description
Thrivent is a faith-based, not-for-profit financial services organization serving approximately 2.6 million members. Recognized as a Fortune 500 company and the nation’s largest fraternal benefit society, Thrivent’s mission centers exclusively on helping members achieve a variety of financial goals through trusted advice, community engagement, and innovative financial products. The organization embodies values rooted in faith and service, supporting clients to build strong financial foundations across many stages of life.
One of Thrivent’s independent financial practices, Apex Financial Group, originated in Manitowoc, Wisconsin, in 2008 when a group of dedicated financial advisors came together to form Thrivent’s West Shore T... Show More
One of Thrivent’s independent financial practices, Apex Financial Group, originated in Manitowoc, Wisconsin, in 2008 when a group of dedicated financial advisors came together to form Thrivent’s West Shore T... Show More
Job Requirements
- Previous administrative or secretarial experience desired
- strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint or ability to learn
- ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
- ability to maintain integrity of sensitive and confidential information
- basic understanding of financial products and services and Thrivent Financial
Job Qualifications
- Previous administrative or secretarial experience desired
- strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint or ability to learn
- ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
- ability to maintain integrity of sensitive and confidential information
- basic understanding of financial products and services and Thrivent Financial
Job Duties
- Handle incoming department phone calls and respond to requests for information
- serve as primary point of contact for venues and event vendors, coordinate logistics, timelines, and on-site needs
- prepare and/or coordinate preparation of routine correspondence, reports, and special projects of a routine nature
- attend events to greet clients and be the first point of contact when members/clients arrive
- support administration of various programs and processing functions as needed
- oversee practice social media
- maintain practice website
- network and plan/coordinate events and workshops for advisors and their clients
- coordinate overall marketing strategy for the practice
- guide training and support staff growth
- manage and supervise department employees' worked hours, records, and conduct annual reviews
- ensure department coverage and deadlines are met
- administer and develop department projects, workflows, and processes
- assist in hiring and onboarding
- ensure legal compliance is followed
- assist in keeping record of department costs
- lead weekly team meetings including agenda creation, facilitation, follow-ups, and action-item tracking
- manage Thrivent Community events in partnership with Community Engagement Leaders including planning, promotion, and execution
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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