Receptionist

Summary

This position provides administrative support to Lance Thompson and team. 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 and making out bound phone calls, handling basic service work, and utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Receptionist reports to and is employed by Lance Thompson.
This position is full-time in office. Compensation is between $15-17/hr. dependent upon experience. Benefits: PTO and holiday pay. No medical, dental, or retirement provided.

Job Description

Position Roles/Responsibilities/Accountabilities

• Greets and welcomes clients.
• Handles incoming and outbound telephone calls (50-70% of day)
• 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
• 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
• 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 call center or high-volume phone call experience required
• 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

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

External/Internal Dependencies

• Must be able to work with all the 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 Lance Thompson'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 firms designated by TIMI.