Summary

This position provides basic administrative support to Wellspring Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. This position supports the basic operations of the practice, including, but not limited to: answering phones, meeting/greeting members, handling/distributing postal mail, ordering supplies, and other clerical tasks that do not require computer or technology access. Individuals in this role will not have access to a computer and cannot provide services or support that requires Thrivent Financial technology or systems access. The Office Assistant reports to and is employed by Wellspring Financial Group.

Compensation is $20-25/hr.

Job Description

Position Roles/Responsibilities/Accountabilities

Greet visitors; answer, screen and direct phone calls.Perform routine administrative duties such as maintaining office supplies, processing mail, filing and cleaningPrepares or coordinates routine correspondence that does not require access to Thrivent systems such as personal notes, birthday cards, etc.Assist Financial Advisors in the preparation and follow up for the client/member meetings by pulling client files, placing reminder calls, and performing other manual tasks that do not require technology accessSupport event coordination by placing calls, obtaining bids from vendors, making reservations, ordering supplies, setting up event spaces, greeting guests and performing other manual tasks at eventsCompletes other miscellaneous tasks that are not technology related as assigned

Position Qualifications

Previous administrative/secretarial experience helpfulAbility to maintain integrity of sensitive/confidential informationDemonstrated telephone and customer relations skills.Basic understanding of our products and services, and Thrivent Financial

Competencies

Customer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the practiceMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

As part of Wellspring Financial Group hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. Depending on job functions and state guidelines, fingerprints may be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.