Administrative Assistant

Summary

This position provides administrative support to Wellspring Advisor 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 Nick Rasmussen of Wellspring Advisor Group.

This full-time role is fully in-office out of Willernie, MN.

Hours:

8a – 4pm;
Monday - Friday.

Compensation: $22 to $24/hr. depending upon experience.

Benefits: 15 days of personal paid time off plus 10 national paid holidays. Retirement plan available with employer match - 3%. Health insurance options can be discussed.

The practice is looking for someone eager to grow their career and take on increasing responsibilities as part of the team.

• Support the lead advisor with variety of functions and tasks
• Interfaces with clients extensively to coordinate meetings, mailings, and other communications.
• Answer and triage all incoming calls and messages appropriately
• Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings
• Document client meetings and prefill applications, paying careful attention to detail and accuracy
• Maintain adequate office supplies and professional appearance of the office areas
• Maintain the Lead advisor’s calendar
• Update CRM systems as needed and maintain physical or electronic file systems
• Input checks received into the blotter and on client posting sheets
• Completes other miscellaneous tasks as assigned

• 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 of our products and services, and Thrivent Financial

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility
• Strong technological proficiency

• Must be able to work with all the roles of Wellspring Advisor 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 Wellspring Advisors Groups’ 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.