- 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
- 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
- Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
- Completes other miscellaneous tasks as assigned
- 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 our products and services, and Thrivent Financial
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
- 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
-
Receptionist-Patient Care Coordinator
1 week ago
Unity Eye Centers Norfolk, United StatesJob Description · Job DescriptionSalary: · Do you want to be a part of a team that makes you feel proud? Do you love helping people? Are you looking for a career that will bring you "home"? Then apply here today · At Unity Eye Centers, we are a locally owned, expert team at the ...
-
Receptionist - Perfect for student
3 weeks ago
Vetter Senior Living Norfolk, United StatesJob Description · If you've got a passion for excellence and a desire to make a difference in the lives of people, this might be the job for you The Guest Relations is a vital, high profile member of our team who has the opportunity to positively interact daily with visitors, fa ...
-
Insurance Coordinator/receptionist
3 weeks ago
L. Johnson Chiropractic Dixon, United StatesDuties will include: front desk reception, scheduling patients, checking out patients, physical therapy modalities, checking files, checking insurance benefits, calling on claims, electronic health records. Looking for a friendly, reliable and energetic person with interest or ex ...
-
Bilingual Recruiter
4 days ago
Aventure Staffing Professional Placement Norfolk, United StatesBilingual Recruiter $18/hr - DOE Monday-Thursday 7:30 am-5 pm An established manufacturing company located in Wayne, NE is looking for a reliable and organized individual with good communication skills to join their team as a Bilingual Receptionist. Bilingual, Recruiter, Staffing ...
-
Midtown Health Center Norfolk, United StatesMidtown Health Center, a Federally Qualified Health Center serving Northeast Nebraska with a focus on improving access to complete care for the whole family, is looking for a Customer Service Representative to help us fulfill our mission · Clinic hours of operation are Monday th ...
-
Customer Service Representative I
6 days ago
Midtown Health Center Inc Norfolk, United StatesJob Description · Job DescriptionJob Summary: · The Customer Service Representative - Greeter is the first point of contact for patients and the community. This position is responsible for general receptionist duties, completing financial assessments, and preparation of patient c ...
-
Medical Support Assistant
2 weeks ago
Prairie Band, LLC Winnebago, NE, United States:Medical Support Assistant: full time, day schedule · acts as receptionist for the office, receiving visitors and referring them through proper channels to obtain information that may be outside of the GPARDDU. · provides new patients intake materials, enters au new patient infor ...
-
Phlebotomist (80 HRs Per Pay Pd) Day Shifts
3 weeks ago
KSB Hospital Dixon, United States**The Phlebotomist is primarily responsible for performing phlebotomy procedures on both inpatients and outpatients. Required to assist with providing general receptionist services for the laboratory. Assists with maintaining the cleanliness of the laboratory glassware.** · Monda ...
Receptionist - Wayne, United States - Thrivent
Description
SummaryThis position provides administrative support to a seasoned financial advisor. 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 Receptionist reports to and is employed by Nicole King.
Hours for this position are 8:30 am to 3:30 p.m. Monday - Friday. Compensation is $18/hr with growth opportunity when Life Insurance licensing is obtained. The office will be potentially relocating to a nearby town in the future.
Job Description
Position Roles/Responsibilities/Accountabilities
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
