Senior Administrative Assistant managing schedules and client interactions for Lead Advisor at Thrivent. Ensuring smooth operations and facilitating effective communications within the team.
Responsibilities
Manage the Lead Advisor's calendar and schedule meetings on their behalf.
Anticipate the daily needs of the Lead Advisor, such as arranging meals, adjusting meetings, and coordinating travel.
Book and coordinate personal and business travel, including lodging.
Handle logistics, coordination, agenda, and minutes for monthly meetings. Including ordering meals and requesting agenda items.
Monitor and manage the Lead Advisor 's email, sending emails on their behalf as necessary.
Schedule and reschedule personal appointments.
Coordinate large group one-off meetings and group travel arrangements for client trips and events.
Register the Lead Advisor for various conferences (Regional, Annual Meeting).
Process expense reports for the Lead Advisor.
Fill out incentive and education logs for incentive trips.
Track and organize birthday acknowledgements for staff members.
Maintain records and facilitate acknowledgements for Financial Representative anniversaries.
Handle various projects as assigned.
Requirements
2+ years of administrative assistant or other relevant job experience required
Highly organized and detail oriented.
Excellent written communication skills.
Ability to manage multiple tasks efficiently and prioritize effectively.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Strong interpersonal skills and the ability to work both independently and as part of a team.
Benefits
2 weeks paid time off
Professional growth is supported and encouraged within the practice.
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