"Alerted.org

Summary

The Administrative Assistant supports the team at Gateway Associates by completing organizational and customer service-related tasks that keep the practice running. They coordinate communication between clients and all department as well as assist in prioritizing workflows for the team’s Lead Advisor(s). The Administrative Assistant reports to and is employed by Gateway Associates.

This is an in-office position in Germantown, WI. Compensation with experience Compensation is $45,000 - $50,000/year dependent upon experience. Benefits include: 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year,

simple IRA plan with employer match, health insurance plan available.

Job Description

Responsibilities: Administrative Assistant has the following responsibilities and duties:

+ Greet all guests upon entrance to office and direct them as needed

+ Guide pre-meeting experience for clients

+ Answer phone calls and direct as needed

+ Perform office opening and closing tasks

+ Maintain office upkeep and appearance between cleanings

+ Maintain inventory of office and hospitality supplies, including ordering

+ Complete seasonal office decorating

+ Create agendas for all routine meetings, i.e. team and check-in meetings

+ Take notes in weekly team meetings

+ Prep folders for in-person meetings

+ Assist Marketing Specialist with client correspondence such as birthday cards , get-well cards , and thank you gifts for client introductions

+ Complete other miscellaneous tasks as assigned by Financial Representatives and/or Director of Operations

Requirements: Administrative Assistant should have the following skills, education, and experience:

+ 1 - 3 + years of administrative experience

+ Excellent verbal and written communication skills

+ Strong organizational skills and ability to multitask

+ Problem-solving and decision-making skills

+ Ability to act as gatekeeper and escalate relevant information to team as needed

+ Skilled in the use of standard office equipment (e.g., copiers, business telephone systems, fax machines).

+ Ability to work effectively with minimal supervision

+ Strong interpersonal skills

+ Ability to treat confidential information with appropriate discretion

+ Exceptional attention to detail

+ Familiarity with Microsoft Office Suite

+ Time management and ability to meet deadlines

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 team

+ 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 Gateway Associates' 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.

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.