Summary

This position provides administrative support to First Light Financial Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Receptionist reports to and is employed by First Light Financial Advisors.

This position will be full-time and in office. Hours will be Monday-Thursday 8:30 a.m. to 4:45 p.m. and Fridays from 8:30 a.m. to 3 p.m. Compensation is $20/hr. Benefits include: PTO, Holiday pay, Simple IRA with 3% match, and health care stipend available.

Job Description

Position Roles/Responsibilities/Accountabilities

Meeting and greeting clients as they arriveHandles incoming telephone calls and responds to requests for informationPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsUpdate the contact management system with client contact and preference informationAssist Financial Advisors in the preparation and follow up for the client meetingsLight housekeeping duties to maintain office cleanlinessProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededCompletes other miscellaneous tasks as assigned

Position Qualifications

Previous administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent Financial

Competencies

Planning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the First Light Financial Advisors teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

As part of First Light Financial Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.