Job Description

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.