Administrative Assistant

Summary This 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. Job Description Position Roles/Responsibilities/Accountabilities Prepare correspondence, reports, and coordinate special projects     Oversee projects, administration of various programs, and processing functions as needed    Drive client facing activity in the practice by scheduling meetings with clients     Update Salesforce with client contact and preference information    Assist Lead Advisors with preparation and follow up for client meetings    Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on     Research products, product   pricing   and contacting carriers for information    Answer basic questions for clients     Fill out necessary forms for opening or   maintaining   accounts and complete applications to the point of signature for advisors to   finalize   and approve     Set up and retrieve reports in the portfolio management system    Other responsibilities as assigned Position Qualifications Previous administrative/secretarial experience desired Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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 Basic understanding of Main Street Financial Group, our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the Main Street Financial Group Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As 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.