About this role
Role Overview
- Handles incoming telephone calls to Avonlea 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 and community events on behalf of the practice’s Financial Advisors
- Update the contact management system with client/member contact and preference information
- Monitoring and tracking of various aspects within the client management system
- Assist Financial Advisors 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
- Manage and prepare event/workshop logistics in for both of Avonlea Financial Group's Marietta, GA, Gainesville, FL, and The Woodlands, TX offices
- Completes other miscellaneous tasks as assigned
Requirements
- 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 Avonlea Financial Group, our products and services, and Thrivent Financial