Administrative Assistant

Summary

Harbor Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Harbor Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
The Administrative Assistant position is critical for providing leverage to the advisor’s time. This role keeps the daily operations of the practice running by utilizing Thrivent computer systems and programs in support of client scheduling, service requests, and data entry. The Administrative Assistant reports to Chad Alvarado and is employed by Harbor Financial Group.
This position is 30-40 hours a week and in office. Compensation ranges from $24-30/hr dependent upon experience.

Job Description

Position Roles/Responsibilities/Accountabilities

• Welcome clients in a warm manner as they arrive into the office
• Answer and triage all incoming calls and messages appropriately
• Interfaces with clients extensively to coordinate meetings, mailings, and other communications.
• Support the lead advisor with variety of functions and tasks
• Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings
• Document client meetings and prefill applications, paying careful attention to detail and accuracy
• Maintain adequate office supplies and professional appearance of the office areas
• Maintain the Lead advisor’s calendar
• Update CRM systems as needed and maintain physical or electronic file systems 
• Input checks received into the blotter and on client posting sheets
• Other duties as assigned by lead advisor(s)

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 our products, services, and Thrivent Financial

Competencies

• Planning/Organizing
• Client Focus

• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Harbor Financial Group
• 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 Harbor Financial Group 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.