Administrative Assistant

Summary

This position provides administrative support to LumaFi Advisor 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 reports to and is employed by LumaFi Advisor Group and will support both LumaFi Advisor Group and Eric Baarck's practice.

This position is a part-time position (22-26 hours a week), compensating at $18/hr. Schedule will be rotational with a two week notice in advance of each schedule change. Hours will fall between 8 a.m. to 5 p.m. Monday-Friday. A 401K plan is provided.

Job Description

Position Roles/Responsibilities/Accountabilities

Meet and greet clients as they arrive to the office

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 Advisors

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

Assist with planning and preparation of events (1-2 times a year)

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 LumaFi 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

As part of LumaFi Advisor Group 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.