Office Professional - Plymouth & Sheboygan, WI

Company Name:
Thrivent Financial
# Job Summary
Organization/Business Overview:
The Sheboygan County Team and Dave Mair are independent financial services representatives of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The Sheboygan County Team and Dave Mair help members analyze their current situation, develop in-depth financial programs, and implement an integrated financial strategy.
Thrivent Financial 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 through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
This part-time position (30 hours per week) provides administrative support to The Sheboygan County Team and Dave Mair. The office professional will work four days a week in the Plymouth office and one day a week in the Sheboygan office. This role is critical to our member experience and requires a person of integrity with a professional, 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 an effective and efficient client service model, organizing and planning workshops/events, and other administrative tasks as assigned. The Office Professional reports to and is employed by The Sheboygan County Team and Dave Mair. Medical benefits are not provided by Thrivent Financial.
Position Roles/Responsibilities/Accountabilities:
Handles incoming telephone calls to The Sheboygan County office and Dave Mair''s office, and responds to requests for information. A person who is confident and comfortable on the phone.
Greets clients - first point of contact when clients arrive to office.
Performs routine administrative duties such as maintaining office supplies, processing mail, scanning and faxing documents.
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature.
Supports event coordination and RSVP/follow-up management.
Supports projects, administration of various programs, and processing functions as needed.
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.
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.
Participates in the business planning process.
Completes other miscellaneous tasks as assigned.
# Additional Job Information
Position Qualifications
Previous administrative/secretarial/event planning experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Outlook, Excel, PowerPoint and data base - SalesForce, and/or the ability to quickly learn)
Ability to handle multiple tasks, prioritize, and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of Thrivent Financial and our products and services
Customer Focus
Interpersonal Skills
Teamwork and Collaboration
External/Internal Dependencies
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 Thrivent Financial''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.
No phone calls please. Submit resume and cover letter only.
Auto req ID: 3446BR
Job Title: Office Professional - Plymouth & Sheboygan, WI
Location(s): WI-Plymouth WI-Sheboygan
Position Type: Part Time
Category: Administrative Customer Service Insurance / Claims / Underwriting Marketing

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