Thrivent Financial Administrative Assistant in Peoria and Surrounding Areas, Illinois
Organization/Business Overview: Central Illinois Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The team helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a mission-driven, 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. . Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
Our well established, high performing team is currently looking for an administrative assistant. This is an incredible opportunity for the right person to grow professionally and play a very important role on this team. If you are an organized, focused, hardworking individual we want to speak to you. The ideal candidate has excellent communication skills as you would be communicating with members and prospects. Other critical factors would be to multi task effectively and thrive in a fast paced environment. Prior financial services industry experience is preferred but not mandatory.
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 correspondence, reports, and special projects
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
Updating calendars, schedule, appointments, and some minor travel coordination
Update the contact management system with client/member contact and preference information
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
Completes other miscellaneous tasks as assigned
Previous administrative support experience desired
Demonstrated customer service orientation/experience, 2+ years preferred
Extremely strong organizational skills
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) 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
As part of Central Illinois Financial Consultants, 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.
Thrivent Financial is a membership organization of Christians. Other Fortune-500 financial companies offer advice, but at Thrivent, we blend faith, finances and generosity to help our members have a healthy relationship with money—because we know that feeling like you have “enough” isn’t directly related to how much you have, it’s about how you use what you have. At Thrivent, we provide financial guidance by looking at money differently—seeing it as a tool; not a goal.
When you join our team, you’ll put your talents to work in amazing ways. You’ll create strategies that help others follow sound financial principles and connect their finances with their values.
You won’t just build your career; you’ll be part of a movement that’s focused on growing, innovating and serving.
Your hiring rights