Administrative Assistant
Core
Provides administrative support to Gateway Financial Group, handling member interactions, scheduling, and daily practice operations.
Role type
Administrative Assistant
Builds
Client/member scheduling and correspondence for Financial Advisors
Domain
Financial Services
Deliverable
product features
Required skills
Scheduling, telephone handling, client greeting, correspondence preparation, data entry, Microsoft Office proficiency
Preferred skills
Administrative/secretarial experience, technical computer aptitude, ability to handle interruptions
Technologies
Microsoft Word, Excel, PowerPoint, Thrivent Financial computer systems
Responsibilities
Answering phones, meeting and greeting clients, scheduling appointments, preparing routine correspondence and reports, updating contact management systems, providing back-up support for non-licensed tasks
Seniority
Individual Contributor