Administrative Assistant
On-site · United States
Core
Provides administrative support to Cody Vaughn, handling daily operations, client relations, and practice events.
Role type
Administrative Assistant (1099 contractor)
Builds
Supports the daily operations of the practice and client-facing activities
Domain
Financial Services / Wealth Management
Required skills
telephone handling, mail processing, supply ordering, Microsoft Office (Word, Excel, PowerPoint), contact management system updates, expense tracking, event coordination
Preferred skills
previous administrative/secretarial experience, technical computer aptitude, ability to handle multiple tasks, integrity with confidential information
Technologies
Thrivent Financial computer systems, Wealthscape, Microsoft Word, Excel, PowerPoint