Administrative Assistant
Core
Provides administrative support to Main Street Financial Group, handling daily operations, client relations, and practice management.
Role type
Administrative Assistant
Builds
Daily operational support for a financial practice
Domain
Financial Services
Deliverable
Dashboards & analysis
Required skills
Microsoft Office proficiency, client scheduling, data entry, report preparation, form processing, product research
Preferred skills
Salesforce experience, Thrivent Financial system knowledge
Responsibilities
Answer phones and greet members, handle postal mail and practice email, order supplies, prepare correspondence and reports, schedule client meetings, update Salesforce with client info, attend client meetings and document notes, research products and pricing, fill out account opening/maintenance forms, set up and retrieve portfolio management reports