Administrative Assistant
Core
Provides administrative support to Fusion Financial Group, handling daily operations, client relations, and partner scheduling.
Role type
Administrative Assistant
Builds
Daily practice operations and client/member support
Domain
Financial Services
Deliverable
product features
Required skills
Calendar management, telephone handling, mail processing, office supply ordering, Microsoft Office proficiency, contact management system updates, meeting coordination
Preferred skills
Life and health insurance licensing, financial product knowledge
Technologies
Microsoft Word, Excel, PowerPoint, Thrivent Financial computer systems
Responsibilities
Manage calendars for two senior partners, handle incoming calls, process mail and supplies, prepare correspondence and reports, update contact management systems, assist Financial Advisors with client meetings
Seniority
Individual Contributor
