Administrative Assistant
Core
Provides administrative support to Mountain Financial Group, handling member interactions, office operations, and supporting Financial Advisors.
Role type
Administrative Assistant
Builds
Daily practice operations and member support services
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Telephone communication, mail handling, office supply management, Microsoft Office (Word, Excel, PowerPoint), client scheduling, expense tracking, contact management system updates
Preferred skills
Previous administrative/secretarial experience, technical computer aptitude, ability to handle multiple tasks under interruption, integrity with sensitive information, basic understanding of financial products
Technologies
Microsoft Word, Excel, PowerPoint, Thrivent Financial computer systems, Wealthscape
Responsibilities
Answer incoming telephone calls and respond to information requests; perform routine duties like maintaining supplies and processing mail; prepare or coordinate routine correspondence and reports; schedule meetings with clients/members for Financial Advisors; update contact management systems; track practice expenses and oversee bill paying; provide backup support for non-licensed tasks; participate in business planning.
Seniority
Individual Contributor