Receptionist
Thrivent Financial
Summary
This position provides administrative support to Liberty Team. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice. 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 The Liberty Team.This is a part-time in office position working 15-20 hours a week with opportunity for hours to grow in the future. This role will be handling phone calling for the practice primarily. Compensation for this position is $19/hr.
Job Description
Position Roles/Responsibilities/Accountabilities
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsPrepares 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 neededUpdate the contact management system with client/member contact and preference informationAssist Financial Advisors in the preparation and follow up for the client/member meetingsProvides 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 assignedPosition 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 Liberty Team, our products and services, and Thrivent FinancialCompetencies
Planning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal Dependencies
Must be able to work with all roles of the Liberty TeamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of the Liberty Team's 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.
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