Thrivent · 1 month ago
Adminstrative Assistant
Thrivent is a financial services organization, and they are seeking an Administrative Assistant to provide essential support to the Wellspring Advisor Group. This role involves managing daily operations, client communications, and various administrative tasks to enhance the member experience.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Support the lead advisor with variety of functions and tasks
Interfaces with clients extensively to coordinate meetings, mailings, and other communications
Answer and triage all incoming calls and messages appropriately
Maintain client correspondence including mailing lists, card lists, compliance and marketing mailings
Document client meetings and prefill applications, paying careful attention to detail and accuracy
Maintain adequate office supplies and professional appearance of the office areas
Maintain the Lead advisor’s calendar
Update CRM systems as needed and maintain physical or electronic file systems
Input checks received into the blotter and on client posting sheets
Completes other miscellaneous tasks as assigned
Qualification
Required
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Strong technological proficiency
Must be able to work with all the roles of Wellspring Advisor Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Preferred
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Basic understanding of our products and services, and Thrivent Financial
Benefits
15 days of personal paid time off plus 10 national paid holidays.
Retirement plan available with employer match - 3%.
Health insurance options can be discussed.
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
H1B Sponsorship
Thrivent has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (9)
2023 (15)
2022 (6)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-11-28
Company data provided by crunchbase