Front Desk Associate

This position provides administrative support to Michael Jay Raymond. This role is critical to our member experience and requires a positive, friendly, and 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, practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks assigned. The receptionist reports to and is employed by Michael Jay Raymond.

This is a full-time in-office position primarily out of Asheville, NC. The candidate must be willing to travel to the Hendersonville office as needed.

Hours: 8:45am - 5:15pm
Compensation is $18-22/hr. dependent upon experience.
Benefits: 2 weeks paid time off. No medical or dental provided.

Professional growth is supported and encouraged within the practice.

Job Description

Position Roles/Responsibilities/Accountabilities

Greet clients and visitors when they arrive
Answer all incoming calls and disperse them and any messages appropriately
Support the team with variety of functions and tasks
Interface with clients to coordinate meetings, mailings, and other communications
Maintain client correspondence including compliance and marketing mailings
Schedule all meetings and provide driving directions
Maintain the Lead Advisor’s calendar
Update CRM systems as needed
Maintain internal mailing lists, birthday card lists, and monthly calling lists
Maintain physical or electronic files

Position Qualifications

Previous experience working as a receptionist in a professional service firm 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 Basic understanding of Trailhead Financial Group, our products and services, and Thrivent Financial

Competencies

Customer Focus
Planning/Organizing
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of Thrivent
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 the practices’ 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.