Administrative Assistant

Summary

This position provides administrative support to Clarity Financial Group. This role is critical to our member experience and requires a 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 client relations and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Greg Weber of Clarity Financial Group.

This position is fully in office out of Fort Wayne IN.

Hours : Monday - Friday; 8 : 30a - 4 : 30p

Compensation : $20-25 / hr. depending upon on experience.

PTO available. No health benefits provided.

Life and Health license preferred; candidates should be prepared to obtain licensure within the first 90 days.

Job Description

Position Roles / Responsibilities / Accountabilities

• Handles incoming telephone calls to Clarity 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 practices 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

Competencies

External / Internal Dependencies

As part of Clarity Financial Groups recruiting / hiring / contracting process a verification of a candidates background will be made to complete the hiring / contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Determine the need for future access to Wealthscape. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Key Skills

Generator,Accomodation,Football,Advertising,Architectural Design

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 20 - 25