Administrative Assistant

Administrative AssistantThis position provides administrative support to Main Street Financial 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 Main Street Financial Group. This is an in-person position working Monday - Friday 9 a.m. to 5:30 p.m. Compensation is $18-20/hr dependent upon experience. Benefits: PTO and holiday pay. No medical insurance is provided.Position Roles/Responsibilities/AccountabilitiesPrepare correspondence, reports, and coordinate special projectsOversee projects, administration of various programs, and processing functions as neededDrive client facing activity in the practice by scheduling meetings with clientsUpdate Salesforce with client contact and preference informationAssist Lead Advisors with preparation and follow up for client meetingsAttend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned onResearch products, product pricing and contacting carriers for informationAnswer basic questions for clientsFill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approveSet up and retrieve reports in the portfolio management systemOther responsibilities as assignedPosition 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 Main Street Financial 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 Main Street Financial GroupMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Main Street Financial 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.