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For your reference, we have included the original job posting below.
Office Professional
Job Number:
43669829
Company Name:
Stonebridge West Team - Thrivent Financial for Lutherans
Job Location:
Golden Valley, MN US
Job Category:
Clerical & Administrative
Office Professional
Stonebridge West is an independent financial services practice of Thrivent Financial for Lutherans that consists of seven advisors. We take a broad-based approach to helping our members achieve multiple financial goals. Stonebridge Westhelps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Thrivent Financial for Lutherans is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations.
Position summary:
This position provides administrative support to Stonebridge West Team on a 20 hour per week basis.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 Office Professional reports to and is employed by the Stonebridge West Team.
Position Roles/Responsibilities/Accountabilities
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
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
Update the contact management system with client/member contact and preference information
Assist Financial representatives in the preparation and follow up for the client/member meetings
Tracks practice expenses and oversees the practice bill paying
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
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 Stonebridge West 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 Stonebridge West’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.
