Administrative Assistant Job at Thrivent in Village of Liverpool

Summary

This position provides administrative support to Kyle F Mumpton, CFP®. This role is critical to our member experience and requires a friendly, upbeat demeanor.

The incumbent supports the daily operations of the practice, including answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems, and supporting client relations.

The Administrative Assistant reports to and is employed by Kyle F Mumpton, CFP®.

Immediate growth track to obtain NY Life and Health Insurance Licenses (Life, Health, Annuity) within the first 6 months.

This is a fully in-office position out of Liverpool, NY.

Hours: 8a - 4pm, Monday - Friday.

Compensation: $20-25/hr depending upon experience.

Benefits: Simple IRA with 3% match and 15 days PTO. Health benefits are not offered.

Job Description

Position Roles/Responsibilities/Accountabilities

• 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/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors.
• Updates the contact management system with client/member contact and preference information.
• Assists Financial Advisors in the preparation and follow-up for client/member meetings.
• Provides back‑up support on tasks that do not require 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.
• Insurance licensed; preferred or must be willing to attain.
• 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.
• Basic understanding of our products and services, and Thrivent Financial.

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility
• Technology Forward

External/Internal Dependencies

• Must be able to work with all roles of the team.
• 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 Kyle F. Mumpton’s 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.

Determine the need for future access to Wealthscape. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firm’s designated by TIMI.