Administrative Assistant

Posted 14 Days Ago
Be an Early Applicant
Heartland, TX
1-3 Years Experience
Insurance • Software
The Role
The Administrative Assistant role provides crucial support to Heart of Illinois Associates by handling calls, greeting members, managing office supplies, and assisting financial advisors with client interactions and administrative tasks. The position emphasizes strong interpersonal skills and requires proficiency in business tools and handling sensitive information.
Summary Generated by Built In

Summary

This position provides administrative support to Heart of Illinois Associates. This role is critical to our member experience and requires a friendly, 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 and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Professional (Administrative Assistant) reports to and is employed by Heart of Illinois Associates.
Compensation for this position is between $18-22/hr dependent upon experience. This position is in office. Benefits include holiday pay and PTO.

Job Description

Position Roles/Responsibilities/Accountabilities

  • Handles incoming telephone calls to Heart of Illinois Associates 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
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
  • Update the contact management system with client/member contact and preference information
  • Assist Financial Advisors in the preparation and follow up for the client/member meetings
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Completes other miscellaneous tasks as assigned

Position Qualifications

  • Previous administrative/secretarial experience 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
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of Heart of Illinois Associates, our products and services, and Thrivent Financial

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 Heart of Illinois Associates' 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 Heart of Illinois 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.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
The Company
HQ: Minneapolis, MN
7,504 Employees
On-site Workplace
Year Founded: 1902

What We Do

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.

With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs. 

As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.

For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

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