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Office Assistant
Thrivent Financial
Bellevue, WA, United States
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Summary
Organization/Business Overview:
The Bellevue Office is an independent financial services practice of Thrivent Financial. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
We are seeking to add an office assistant to our team. This full-time position will provide broad and varied administrative support to Financial Representatives, support the operations of the office, and help ensure a positive member experience, as well as be the face and voice to our customers. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, responding to email, ordering supplies, and other administrative tasks as assigned. The Office Assistant reports to and is employed by the Bellevue Office financial representatives.
Position Roles/Responsibilities/Accountabilities
• Handles incoming telephone calls 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 Representatives
• Assist Financial representatives 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
• Participates in the business planning process and database management
• Completes other miscellaneous tasks as assigned
Position Qualifications
• Relevant work experience and/or College degree preferred
• Excellent telephone and customer relation skills
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel) and database management, or ability to learn
• Demonstrated organization, communication and teamwork skills
• Experience in general office work and managing multiple tasks
• May require occasional after-hours work, scheduled in advance
Competencies
• Communication (verbal and written)
• Positive Attitude
• Customer Focus
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility/Initiative
• Planning/organizing
As part of our 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.