Administrative Assistant

Job Description

Position Roles/Responsibilities/Accountabilities

Handles incoming telephone calls to and responds to requests for information

Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail

Prepares routine correspondence, reports, and special projects

Supports projects, administration of various programs, and processing functions as needed

Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors

Update the contact management system with client contact and preference information

Assist Financial Advisors in preparation and follow up of client 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

Licensing NOT required, opportunities for licensing available

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

Committed to communicating and providing exceptional customer service

Basic understanding of our products, services, and Thrivent Financial

Competencies

Planning/Organizing

Detail Oriented

Client Focus

Communication

Interpersonal Skills

Teamwork and Collaboration

Adaptability/Flexibility

As part of The Genesis Financial Consultants' 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.