Administrative Assistant

Summary

This position provides administrative support to Fusion 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 l reports to and is employed by Fusion Financial Group.

This position is 30-40 hours a week. Compensating at $20/hr. Immediate growth opportunity to obtain life and health insurance licensing. This is an in-person position.

Job Description

Position Roles/Responsibilities/Accountabilities

• •Calendar management and scheduling for two senior partners
• •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 the preparation of routine correspondence, reports, and special projects typically of a routine nature
• •Supports projects, administration of various programs, and processing functions as needed
• •Update the contact management system with client/member contact and preference information
• •Assist Financial Advisors 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/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 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 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 Fusion 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.