Thrivent Financial Administrative Assistant in Peoria and Surrounding Areas, Illinois

Summary

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.

Job Description

Position summary:

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.

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 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

Position Qualifications:

  • 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.

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