Administrative Assistant

Summary
Clear Compass Financial Group helps members work toward their financial goals through comprehensive planning and integrated financial strategies. As part of Thrivent Financial, a faith-based, not-for-profit financial services organization serving approximately 2.6 million members, we help people make informed financial decisions while supporting stronger communities through member programs and charitable outreach.
Position summary:
This position provides administrative and organizational support to Clear Compass Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor and a well-organized person. 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 Clear Compass Financial Group.
Hours for this position are Monday - Friday - 8:00-4:30. Compensations is between $20-24/hr. This is an in-office position. This position will be in the Tiffany Springs area (Zip Code 64153).
Job Description
Position Roles/Responsibilities/Accountabilities
Assist Financial representatives 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
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 Representatives
Handles incoming telephone calls responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
Update the contact management system with client/member contact and preference information
Tracks practice expenses and oversees the practice bill paying
Participates in the business planning process
Assisting with the conversion of paper files to electronic files
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 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 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 the practice'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.