Administrative Assistant

Summary

This position provides administrative support to Melanie Morat. 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 administrative assistant reports to and is employed by Melanie Morat.
Melanie is looking for someone interested in the financial services industry with a desire to grow within the practice.
Compensation: This is a 1099 role; with compensation up to $23.50 hourly. This is an in-office role located in Folsom, CA, working 10-15 hours weekly.

Job Description

Position Roles/Responsibilities/Accountabilities

• Scheduling appointments and maintaining calendar
• Assist Financial Advisor in the preparation and follow up for the client/member meetings (DocuSign)
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Event Planning/Marketing
• Website and social media management
• Managing client relations
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Supports projects, administration of various programs, and processing functions as needed
• Completes other miscellaneous tasks as assigned

Position Qualifications

• BA degree preferred
• 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 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 the practice.
• 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 Melanie's Morat'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.

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.