Office Professional - job 3 of 3

Summary

Afton Union Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members/customers achieve multiple financial goals. Afton Union Financial Group helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a mission driven, 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.

Position summary:
Corey Cox is seeking an experienced office professional to be part of the team. This fast-paced position requires exceptional interpersonal, organizational and networking skills and will evolve over time. Key responsibilities will include building and fostering relationships within the community, generating new client leads, and serving as the first point of contact for Afton Union Financial Group office. Other responsibilities include assisting with marketing strategies and event planning, social media coordination, and additional administrative tasks as assigned. He is looking for a driven individual who wants to be part of achieving goals and growing in the business. The Office Professional reports to and is employed by Corey Cox. Medical benefits are not provided through Thrivent Financial. A stipend for health care premiums can be negotiated. A SIMPLE IRA plan with employer match is available 6 months after hire. Compensation for this role is between $55,000 - $65,000 annually dependent upon experience and training.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Afton Union Financial Group 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
• 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
• Basic understanding of Afton Union Financial Group, 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 Afton Union Financial 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 Afton Union Financial 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.