Administrative Assistant

Summary This position provides administrative support to Holder & Albrecht 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 Holder & Albrecht Financial Group.

This is an in office position with the ability to work either 24-40 hours a week. Compensation is $20-25/hr dependent upon experience. Benefits include: PTO and holiday pay.

Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls 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 nature

Oversees practice social media

Manages practice marketing efforts

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

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 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 practice

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 Holder & Albrecht Financial Group 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.

Determine the need for future access to Wealthscape. 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.
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