Thrivent
Summary
Administrative Assistant supports the team at Gateway Associates by completing organizational and customer service-related tasks that keep the practice running. They coordinate communication between clients and all department as well as assist in prioritizing workflows for the team’s Lead Advisor(s). The Administrative Assistant reports to and is employed by Gateway Associates.
This is an in-office position in Germantown, WI. Compensation is $45,000 - $50,000/year dependent upon experience. Benefits include: 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year, simple IRA plan with employer match, health insurance plan available.
Schedule is: M/Tu 8:45 am – 5:30 pm, W 8:45 am – 5:00 pm, Tr 8:45 am – 4:00 pm, F 8:45 am – 1:00 pm.
Job Description Responsibilities Administrative Assistant has the following responsibilities and duties:
Greet all guests upon entrance to office and direct them as needed
Guide pre-meeting experience for clients
Answer phone calls and direct as needed
Perform office opening and closing tasks
Maintain office upkeep and appearance between cleanings
Maintain inventory of office and hospitality supplies, including ordering
Complete seasonal office decorating
Create agendas for all routine meetings,i.e.team and check-in meetings
Take notes in weekly team meetings
Prep folders for in-person meetings
Assist Marketing Specialist withclientcorrespondencesuch as birthday cards,get-well cards, andthank you gifts for client introductions
Complete other miscellaneous tasks as assigned by Financial Representatives and/orDirector of Operations
Requirements Administrative Assistant should have the following skills, education, and experience:
1-3+years of administrative experience
Excellent verbal and written communication skills
Strong organizational skills and ability to multitask
Problem-solving and decision-making skills
Ability to act as gatekeeper and elevate relevant information to team as needed
Skilled in the use of standard office equipment (e.g., copiers, business telephone systems, fax machines).
Ability to work effectively with minimal supervision
Strong interpersonal skills
Ability to treat confidential information withappropriate discretion
Exceptional attention to detail
Familiarity with Microsoft Office Suite
Time management and ability to meet deadlines
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
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 Gateway Associates' 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.
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 firms designated by TIMI.
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This is an in-office position in Germantown, WI. Compensation is $45,000 - $50,000/year dependent upon experience. Benefits include: 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year, simple IRA plan with employer match, health insurance plan available.
Schedule is: M/Tu 8:45 am – 5:30 pm, W 8:45 am – 5:00 pm, Tr 8:45 am – 4:00 pm, F 8:45 am – 1:00 pm.
Job Description Responsibilities Administrative Assistant has the following responsibilities and duties:
Greet all guests upon entrance to office and direct them as needed
Guide pre-meeting experience for clients
Answer phone calls and direct as needed
Perform office opening and closing tasks
Maintain office upkeep and appearance between cleanings
Maintain inventory of office and hospitality supplies, including ordering
Complete seasonal office decorating
Create agendas for all routine meetings,i.e.team and check-in meetings
Take notes in weekly team meetings
Prep folders for in-person meetings
Assist Marketing Specialist withclientcorrespondencesuch as birthday cards,get-well cards, andthank you gifts for client introductions
Complete other miscellaneous tasks as assigned by Financial Representatives and/orDirector of Operations
Requirements Administrative Assistant should have the following skills, education, and experience:
1-3+years of administrative experience
Excellent verbal and written communication skills
Strong organizational skills and ability to multitask
Problem-solving and decision-making skills
Ability to act as gatekeeper and elevate relevant information to team as needed
Skilled in the use of standard office equipment (e.g., copiers, business telephone systems, fax machines).
Ability to work effectively with minimal supervision
Strong interpersonal skills
Ability to treat confidential information withappropriate discretion
Exceptional attention to detail
Familiarity with Microsoft Office Suite
Time management and ability to meet deadlines
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
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 Gateway Associates' 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.
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 firms designated by TIMI.
#J-18808-Ljbffr