Office Professional
: Job Details :

Summary This role is critical to our client experience and requires a friendly, upbeat demeanor. The Office Professional supports the daily operations of the practice, including, but not limited to answering the phones, meeting/greeting clients, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Professional reports to and is employed by Insight Planning Group. Hours: 9:00 - 3:00 PST Salary: $40,000 - $60,000 plus bonus 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 facing activity in the practice by scheduling meetings with clients on behalf of the practice's Financial Professionals Updates the contact management system with client contact and preference information Assists Financial Professionals in the preparation and follow up for the client meetings Tracks practice expenses and oversees the practice bill paying 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 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 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 team 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 Insight Planning 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. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.