Summary

Pathway Wealth Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. Pathway Wealth Advisors helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This position provides administrative support to Pathway Wealth Advisors in our Ames, Iowa location. 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 Professional reports to and is employed by Pathway Wealth Advisors.

Job Description

Position Details

• This is an in-person position in our Ames, Iowa office
• Hours are Monday-Thursday, 9 AM – 5 PM CT
• Benefits include paid vacation and the opportunity to participate in a 401(k) Plan with match
Compensation between $35,000-44,000 annually dependent upon experience.

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls help answer member questions
• Performs routine administrative duties such as handling email, fax and mail and office upkeep
• Handles meeting preparation and follow-up for Financial Advisors
• Communicates with the home office to research member questions
• Help with the preparation and delivery of client service forms
• Drive client/member facing activity in the practice by making outbound phone calls and scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Update the contact management system with meeting notes
• Leads the planning of client events for the practice
• 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 our products and services, and Thrivent Financial

Competencies

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

External/Internal Dependencies

• Must be able to work with all roles of Pathway Wealth Advisors
• 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 Pathway Wealth Advisors ' 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.