Handles incoming telephone calls to Beacon. Point Financial Group and responds to requests for information. Performs routine administrative duties such as maintaining office supplies and processing mail. Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as needed. Drive client/member facing activity in the practice by scheduling meetings with... more details
Summary
This position provides administrative support to BeaconPoint Financial Group. 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 BeaconPoint Financial Group.
This position is part-time and in office. 20-25 hours a week. Tentative schedule is 9 am to 2 p.m. Monday - Thursday or Monday-Friday. Compensation is $18-20/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
Handles incoming telephone calls to BeaconPoint Financial Groupand responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
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 Advisors
Update the contact management system with client/member contact and preference information
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
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 BeaconPoint Financial Group, 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 BeaconPoint 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 BeaconPoint Financial Group'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.
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