Overview
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 answering the phones, greeting members, handling postal mail, practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks. The receptionist reports to and is employed by Michael Jay Raymond.
Location and Schedule
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: $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.
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 a 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.
Job Details
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Administrative