Thrivent Financial
Summary
This position provides administrative support to Michael Jay Raymond. This role is critical to our member experience and requires a positive, friendly, and upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, handling/distributing postal mail, practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks assigned. The receptionist reports to and is employed by Michael Jay Raymond.
This is a full-time in-office position primarily out of Asheville, NC. The candidate must be willing to travel to the Hendersonville office as needed.
Hours: 8:45am - 5:15pm
Compensation is $18-22/hr. dependent upon experience.
Benefits: 2 weeks paid time off. No medical or dental provided.
Professional growth is supported and encouraged within the practice.
Job Description
Position Roles/Responsibilities/Accountabilities
Greet clients and visitors when they arrive
Answer all incoming calls and disperse them and any messages appropriately
Support the team with variety of functions and tasks
Interface with clients to coordinate meetings, mailings, and other communications
Maintain client correspondence including compliance and marketing mailings
Schedule all meetings and provide driving directions
Maintain the Lead Advisor’s calendar
Update CRM systems as needed
Maintain internal mailing lists, birthday card lists, and monthly calling lists
Maintain physical or electronic files
Position Qualifications
Previous experience working as a receptionist in a professional service firm 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 Basic understanding of Trailhead Financial Group, our products and services, and Thrivent Financial
Competencies
Customer Focus
Planning/Organizing
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of Thrivent
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of the practices’ 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.
This position provides administrative support to Michael Jay Raymond. This role is critical to our member experience and requires a positive, friendly, and upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, handling/distributing postal mail, practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks assigned. The receptionist reports to and is employed by Michael Jay Raymond.
This is a full-time in-office position primarily out of Asheville, NC. The candidate must be willing to travel to the Hendersonville office as needed.
Hours: 8:45am - 5:15pm
Compensation is $18-22/hr. dependent upon experience.
Benefits: 2 weeks paid time off. No medical or dental provided.
Professional growth is supported and encouraged within the practice.
Job Description
Position Roles/Responsibilities/Accountabilities
Greet clients and visitors when they arrive
Answer all incoming calls and disperse them and any messages appropriately
Support the team with variety of functions and tasks
Interface with clients to coordinate meetings, mailings, and other communications
Maintain client correspondence including compliance and marketing mailings
Schedule all meetings and provide driving directions
Maintain the Lead Advisor’s calendar
Update CRM systems as needed
Maintain internal mailing lists, birthday card lists, and monthly calling lists
Maintain physical or electronic files
Position Qualifications
Previous experience working as a receptionist in a professional service firm 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 Basic understanding of Trailhead Financial Group, our products and services, and Thrivent Financial
Competencies
Customer Focus
Planning/Organizing
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of Thrivent
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of the practices’ 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.