Administrative Assistant
Core
Provides administrative support to Lake Cook Group, handling member interactions, mail, and scheduling for Financial Advisors.
Role type
Administrative Assistant (1099 contractor)
Builds
Client/member facing activity and practice daily operations
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Telephone handling, Mail processing, Correspondence preparation, Contact management system updates, Microsoft Office proficiency, Multi-tasking, Confidentiality handling
Preferred skills
Previous administrative/secretarial experience, Basic understanding of financial products and services
Technologies
Microsoft Word, Excel, PowerPoint, Thrivent Financial computer systems