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Administrative Assistant

Company: Thrivent Financial for Lutherans
Location: Albany
Posted on: June 12, 2021

Job Description:


Organization/Business Overview:

Blue Jean Financial Group, an established financial services practice for Thrivent with offices in Albany, NY and Cape Cod, MA is looking for a full time Administrative Assistant. We're hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we'd like to connect with you. We are looking to fill one position for our practice, the job can be performed remotely, working from either of the offices, or a combination of both.

Position summary:

This role is critical to our client experience and requires a friendly, upbeat demeanor. The ideal candidate will be extremely organized, have an eye for detail, and demonstrate exceptional communication and interpersonal skills. 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. The Administrative Assistant reports to and is employed by Blue Jean Financial Group.

  • This position does NOT provide medical benefits.

Job Description

Position Responsibilities

  • Handles incoming telephone calls 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
  • 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 Financial Professionals in the preparation and follow up for the client 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
  • Candidate must be highly detail oriented

Traits We Value

  • You have a strong work ethic; prompt and dependable - professional and personal integrity
  • You embrace and incorporate exemplary customer service to the client
  • You are aligned with Thrivent's unique mission
  • You desire a long-term career filled with excellence and job satisfaction

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.

Keywords: Thrivent Financial for Lutherans, Albany , Administrative Assistant, Other , Albany, New York

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