Executive Assistant

Summary

This position provides administrative support to Approach Path Financial Advisors. 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 Executive Assistant reports to and is employed by Alan Writer.

This is a part-time position working 2-3 days a week, approximately 25 hours a week. Compensation is $23-30/hr depending upon experience. This role will be in office in Auburn, and once a month will be in Everett. Licensing growth track available.

Job Description

Position Roles/Responsibilities/Accountabilities

Handles incoming telephone calls to Approach Path Financial Advisors and responds to requests for information

Optimizing advisors calendars and schedules

Performs routine administrative duties such as maintaining office supplies and handling filing

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

Handling physical paper files

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

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

Previous paper filing experience

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

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 Approach Path Financial Advisors' 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.