About this role
Full-time 1099 Administrative Assistant (contract) supporting a Thrivent Financial practice with phone coverage, mail processing, office supply upkeep, routine correspondence/report coordination, and meeting scheduling for Financial Advisors. The role also updates a contact management system and helps track practice expenses and bill paying.
Key Responsibilities
- Handle incoming telephone calls and information requests
- Maintain office supplies and process mail
- Coordinate routine correspondence, reports, and special projects
- Schedule client/member meetings and assist Financial Advisors with preparation and follow-up
- Update contact management system and support practice expense tracking and bill paying
Technical Overview
Relies on Microsoft Office (Microsoft Word, Excel, PowerPoint) and a contact management system to support advisor workflows and keep client/member records current.
Ideal Candidate
The ideal candidate is an administrative professional comfortable supporting a financial services practice with phone coverage, mail processing, office supplies management, and scheduling meetings for Financial Advisors. They should be experienced with contact management updates, able to handle frequent interruptions while maintaining accuracy and confidentiality, and proficient in Microsoft Word, Excel, and PowerPoint.
Must-Have Skills
Must live in the greater Houston areaPrevious administrative/secretarial experience desiredStrong technical computer aptitudemaintaining office suppliesprocessing mailscheduling meetings with client/membersupdate the contact management system with client/member contact and preference informationmaintain integrity of sensitive/confidential information
Nice-to-Have Skills
Previous administrative/secretarial experience desiredPrevious phone experience is a plus (not in this postingonly in Job 1; not included)
Tools & Platforms
Microsoft WordMicrosoft ExcelMicrosoft PowerPointcontact management system
Required Skills
answering the phonesprocessing mailmaintaining office suppliesroutine correspondenceroutine reportsspecial projectsscheduling meetingscontact management systemFinancial Advisors follow uptrack practice expensesoversee bill payingMicrosoft WordMicrosoft ExcelMicrosoft PowerPointsensitive/confidential information
Hard Skills
answering the phonesresponds to requests for informationmaintaining office suppliesprocessing mailpreparing or coordinating the preparation of routine correspondencepreparing or coordinating the preparation of routine reportspreparing or coordinating the preparation of special projectssupports projectsadministration of various programsand processing functionsscheduling meetings with client/membersupdate the contact management systemassist Financial Advisors in the preparation and follow up for the client/member meetingstracks practice expensesoversees the practice bill payingback-up support for tasks that do not require licensing or registrationbusiness planning processMicrosoft WordMicrosoft ExcelMicrosoft PowerPointThrivent Financial computer systems and programsbasic understanding of our products and servicesmanage multiple tasks
Soft Skills
friendlyupbeat demeanorcustomer focuscommunicationinterpersonal skillsteamwork and collaborationadaptability/flexibilityability to handle multiple tasksmaintain high quality of work while experiencing frequent interruptionsmaintain integrity of sensitive/confidential informationrepresent the organization in work with external clientscultivate and maintain relationships with outside organizationswork with all roles of the practice
Keywords for Your Resume
Administrative Assistantadministrative supportmember experienceanswering the phonesprocessing mailoffice suppliesroutine correspondenceroutine reportsspecial projectsFinancial Advisorsschedule meetingsclient/membercontact management systemclient/member meetingspractice expensesbill payingbusiness planning processMicrosoft WordMicrosoft ExcelMicrosoft PowerPointsensitive/confidential informationThrivent Financial
Deal Breakers
Must live in the greater Houston area, Must maintain integrity of sensitive/confidential information
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