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Office Administrator/ Coordinator

Client Services Administrator — Meeting Notes Specialist

Job in Helena, Lewis and Clark County, Montana, 59604, USA
Listing for: Thrivent Financial
Full Time position
Listed on 2026-02-01
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services organization seeks an individual to attend client meetings, document follow-up tasks, and assist the Lead Advisor. The ideal candidate has a background in the securities or insurance industries, strong technical skills in Microsoft Office tools, and the ability to manage multiple tasks while maintaining confidentiality. This role emphasizes interpersonal skills as you'll work closely with clients and team members to ensure exceptional service and accurate documentation.
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