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Summary

Job Summary

Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As a Fortune 500 company and the nation's largest fraternal benefit society, we're here solely to help others achieve multiple financial goals. Thrivent has independent financial services practices across the nation, one being Apex Financial Group.

In 2008, a group of financial advisors in Manitowoc, WI, formed Thrivent’s West Shore Team. It was renamed Apex Financial Group in 2019 when five Financial Advisors came together with a vision to better serve clients and the community by utilizing each other’s God-given talents. Our practice continues to grow, and we now have multiple branches in several cities with a well-rounded team of individuals ready to assist our members navigate their financial future. At Apex Financial Group, we have our own operations team, including a Member Care Team, Wealth Management Team, Marketing and Events Team, and a Business Support Team.

This part-time role is in-office out of Appleton, WI.

Job Description

Duties & Responsibilities

This position provides administrative front desk support at our Apex Financial Group Appleton location. The following duties are as follows but not limited to:

+ Update CRM systems as needed

+ Input checks received into the blotter and on client posting sheets

+ Handles incoming telephone calls to Apex Financial Group and responds to requests for information

+ Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail

+ Prepares routine correspondence, reports, and special projects

+ Supports projects, administration of various programs, and processing functions as needed

+ Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors

+ Greet clients and visitors when they arrive

+ Update the contact management system with client contact and preference information

+ Assist Financial Advisors in preparation and follow up of client 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

+ Maintain professional appearance of the office areas including light cleaning

Qualifications

+ Good communication

+ Good understanding of Microsoft programs (e.g., Microsoft Word, Excel, SharePoint, OneDrive)

+ Ability to maintain integrity of sensitive/confidential information

+ Problem solving skills

+ Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

+ Works well in a team environment

+ Previous administrative/secretarial experience desired

Compensation and Hours20-25 hours weekly. Fridays from 8:30am - 3pm are a must. Compensation is $17/hr.

Benefits

+ 401(k) with a 3% employer non-elective contribution

+ Flexibility

+ Bonuses

+ Paid holidays

+ Paid time off

+ Floating holiday

+ Parental leave

+ Paid licensing

As part of Apex 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.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.