Administrative Assistant

Administrative AssistantThis position provides administrative support to Panorama Group. 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 Administrative Assistant reports to and is employed by the financial advisors. This is an in-office position, working 20 hours a week (day shift). Compensation is $22-27/hr dependent upon experience.Position Roles/Responsibilities/AccountabilitiesSupport the lead advisor with variety of functions and tasksInterfaces with clients extensively to coordinate meetings, mailings, and other communications.Answer and triage all incoming calls and messages appropriatelyMaintain client correspondence including mailing lists, card lists, compliance and marketing mailingsDocument client meetings and prefill applications, paying careful attention to detail and accuracyMaintain adequate office supplies and professional appearance of the office areasMaintain the Lead advisor's calendarUpdate CRM systems as needed and maintain physical or electronic file systemsInput checks received into the blotter and on client posting sheetsPosition QualificationsPrevious 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 Panorama Group, our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Panorama Group'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.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.