Description

Summary

Jason Brisco is an independent financial services advisor of Thrivent. We take a broad-based approach to helping our members achieve multiple financial goals. Jason Brisco helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent 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 Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.

Position summary:
This position administrative support to Jason Brisco. This position serves as a resource to Financial Representatives and client/members in handling, researching and communicating inquiries regarding their accounts and 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 computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Jason Brisco.

This position will be part-time (20-25 hours per week) with the opportunity to add additional hours over time. Compensation is $20-23 per hour.

Job Description

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
Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
Updates the contact management system with client/member contact and preference information
Assists Financial representative in the preparation and follow up for the client/member meetings
Collaborates with financial associates to assist client with product changes
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Verbal or written communications with prospective or existing customers regarding financial matters
Additional responsibilities as assigned

Position Qualifications

Previous administrative/secretarial experience desired
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
Demonstrated customer service orientation/experience, 2+ years preferred
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

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 Dakota Valley Associates
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 Jason Brisco's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.