Office Assistant

Summary

This position provides administrative support to Monarch 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 Office Assistant reports to and is employed by Monarch Group.
Does any of this sound like you? You are customer focused, organized, and resourceful. You are able to handle multiple details, follow-through and help the clients feel supported and appreciated. If this sounds like you - we would love to talk with you! This part-time (20-25 hours/week) position has the potential to move to full-time and provides overall office support to the practice serving as a resource to the Financial Professional and client/members. Compensation is between $20-24/hr dependent upon experience. This role will be fully in office.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Monarch 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
• Performs routine service work on client accounts, including but not limited to handling non-transactional forms, handling client service calls to home office, providing tax forms to clients, and helping with basic account information and site navigation
• Assists with managing marketing lists and email campaigns
• Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisor
• Updates the contact management system with client/member contact and preference information
• 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

Position Qualifications

• 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 Monarch Group, our products and services, and Thrivent Financial

Traits we Value:

• Exceptional customer support - clients notice and see the difference
• You are self-directed and resourceful
• You are innately organized – it’s who you are
• You embrace systems and processes and have a passion for continual learning 
• You have a strong work ethic; prompt, dependable - professional and personal integrity

External/Internal Dependencies

• Must be able to work with all roles of the Monarch 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 Monarch 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.