Location: Bloomington,IL, USA
Summary
This position provides administrative support to Heart of Illinois Associates. 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 Office Professional (Administrative Assistant) reports to and is employed by Heart of Illinois Associates.
Compensation for this position is between $18-22/hr dependent upon experience. This position is in office. Benefits include holiday pay and PTO.
Job Description
Position Roles/Responsibilities/Accountabilities
* Handles incoming telephone calls to Heart of Illinois Associates and responds to requests for information
* Performs routine administrative duties such as maintaining office supplies and processing mail
* Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
* Supports projects, administration of various programs, and processing functions as needed
* Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
* Update the contact management system with client/member contact and preference information
* Assist Financial Advisors in the preparation and follow up for the client/member meetings
* Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
* Completes other miscellaneous tasks as assigned
Position Qualifications
* Previous administrative/secretarial experience desired
* Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
* Ability to maintain integrity of sensitive/confidential information
* Basic understanding of Heart of Illinois Associates, our products and services, and Thrivent Financial
Competencies
* Planning/Organizing
* Customer Focus
* Communication
* Interpersonal Skills
* Teamwork and Collaboration
* Adaptability/Flexibility
External/Internal Dependencies
* Must be able to work with all roles of Heart of Illinois Associates' team
* Must be able to represent the organization in work with external clients
* Must be able to cultivate and maintain relationships with outside organizations
As part of Heart of Illinois Associates' 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.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.