01 May
Administrative Assistant
Georgia, Johnscreek 00000 Johnscreek USA

SummaryThe Administrative Assistant position is critical for achieving leverage of the advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. This position is full time, in-office out of Johns Creek, GA. Compensation ranges between $22-26/hr depending upon experience. This position is employed by The North Point Group.Job DescriptionResponsibilities

Prepare or coordinate the preparation of correspondence, reports, and special projects

Oversee projects, administration of various programs, and processing functions as needed

Drive client facing activity in the practice by scheduling meetings with clients

Update Salesforce with client contact and preference information

Assist Lead Advisors with preparation and follow up for client meetings

May attend client meetings and take notes

Research products, product pricing and contacting carriers for information

Answer basic questions for clients

Show clients how to access their accounts and read statements

Fill out necessary forms for opening or maintaining accounts

Set up and retrieve reports in the portfolio management system

Other responsibilities as assigned by the Lead Advisor and Operations/Office Manager


Expert knowledge of Office applications

Previous experience working as an assistant in a professional services firm preferred

Knowledge of CRM systems, phone systems and office equipment

Previous direct customer experience preferred

Ability to work as part of a team



Customer Focus


Interpersonal Skills

Teamwork and Collaboration


External/Internal Dependencies

Must be able to work with all roles of the North Point 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 North Point Group's 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.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. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

Related jobs

Report job