Finance Representative

Detroit, Michigan, US

Company: Thrivent

Category: Sales and Related Occupations

Published on 2021-12-07T19:33:43.000000Z


The Administrative Assistant – regional Advisor Group will provide advanced administrative support to Market Vice President and Group leaders within the regional Advisor Group as well as related support for the Advisor Group as a whole. This role will generally support 2-3 leaders within the Advisor Group.

***This role has a hybrid schedule (80% remote; 20% in the office).

Job Description

Job Duties and Responsibilities

  • Provide day-to-day administrative support to the Front-Line Leaders, including email and calendar management, travel arrangements, submitting expense reports and other key responsibilities as assigned.
  • Ensure leaders can focus on key jobs to be done and execute on plans for their model week/service models by thinking and acting proactively; use systems to assist them in managing calendar and prioritizing email/other incoming tasks.
  • Collaborate with others in the Advisor Group and partners in the Centers of Excellence related to leader calendars and other requests.
  • Establish and maintain efficient office management processes; perform routine administrative duties such as maintaining office supplies, processing mail and other needs of the Advisor Group related to the physical location (as applicable).
  • Prepare meeting agendas and updates, maintains meeting notes, and arranges for implementation of action and follow-up items.
  • Prepare presentation materials and spreadsheets to produce high quality reports and presentations.
  • Responds to information requests and compose correspondence on a regular basis (often of a confidential nature).
  • Manage logistics for local meetings, including AV/technical, location, catering, RSVP management, etc.
  • Maintain strong business relationship with key stakeholders, including financial professionals, Advisor Group leaders/staff, enterprise leaders, and partners in the Centers of Excellence.
  • Supports other various projects, programs, and processing functions as needed.
  • Required Job Qualifications

  • 3+ years of administrative experience preferred
  • College or two-year degree from business or vocational school preferred
  • Demonstrated project management skills - success in managing, prioritizing, and organizing multiple projects at one time
  • Proficient experience with Microsoft Office Suite; ability to learn other software quickly (ie. Salesforce, etc)
  • Ability to think proactively to anticipate needs and prepare accordingly
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain the highest ethical, confidential, and professional standards at all times
  • Demonstrated ability to partner with key stakeholders to achieve stated goals (influencing skills)
  • Excellent communication skills, including oral, written, presentation and interpersonal skills
  • Excellent organizational skills and attention to detail
  • Demonstrated sound decision-making skills
  • Excellent business acumen skills, detailed knowledge of organization and variety of business areas
  • Demonstrated customer service skills and a service-minded attitude
  • Apply for the job