Thrivent Financial Administrative Assistant in Salisbury, North Carolina
Piedmont Regional Team, an established financial services practice with Thrivent Financial, is looking to grow and expand their team with a full-time Administrative Assistant. Piedmont Regional Team takes a customized approach to helping their members by analyzing their current situation, developing in-depth financial programs, and implementing an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.Position Summary You will be counted on as a key member of the team, and accountable for the day-to-day administrative support to Piedmont Regional Team. You will be responsible for: overall calendar management – scheduling and confirming of client appointments, preparing for client meetings, transactional service work, event and workshop coordination, all while focusing on the client experience and high customer satisfaction. The ideal candidate will be extremely organized, have an eye for detail, and exceptional communication skills. The Administrative Assistant is employed by Piedmont Regional Team. Medical benefits are not provided by Thrivent Financial.
Demonstrated 3+ yrs office experience desired.
You will be the first point of contact for members/clients – in-person and phone – you have a knack in building and cultivating relationships.
Must have strong computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), data-base Salesforce (or similar, desired).
You will help support the marketing/event planning for the team, which includes: help in creating a marketing strategy, planning workshops and events, logistical details (vendors, locations, food, invites, RSVP tracking and management).
Adeptness to quickly learn the client service model (processes, next steps, follow-up) and ability to streamline and create efficiencies.
Assist team in the preparation and follow-up for the member/customer meetings
Complete member service and new business forms, document actions taken and ensure processing
Transactional service work to keep the day-to-day client activity and operations of the practice moving forward
Consistently and accurately document sensitive and confidential communications
Understanding of our products and services and Thrivent Financial.
Traits we Value
You have a strong work ethic; prompt, dependable - professional and personal integrity
You embrace and incorporate exemplary customer service to the client
You are aligned by Thrivent’s unique mission
You desire a long-term career filled with excellence and job satisfaction
As part of the recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints are required as part of the FINRA registration process and for submission to the Federal Bureau of Investigation for review.
Thrivent Financial is a membership organization of Christians. Other Fortune-500 financial companies offer advice, but at Thrivent, we blend faith, finances and generosity to help our members have a healthy relationship with money—because we know that feeling like you have “enough” isn’t directly related to how much you have, it’s about how you use what you have. At Thrivent, we provide financial guidance by looking at money differently—seeing it as a tool; not a goal.
When you join our team, you’ll put your talents to work in amazing ways. You’ll create strategies that help others follow sound financial principles and connect their finances with their values.
You won’t just build your career; you’ll be part of a movement that’s focused on growing, innovating and serving.
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