Office Professional

Summary

This position provides administrative support to Wise Oak Financial - Doug Horne. 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 Administrative Assistant reports to and is employed by Wise Oak Financial - Doug Horne.

This position has an immediate licensing growth track in the first 3 months; all training provided. Pay increases offered as licensure is attained.

This part-time role is fully in office out of Lansing IL.

Hours : 4 days a week 4 to 6 hours a day but will grow into a full time / licensed position.

Compensation is $19-22 / hr. depending on experience. No benefits provided at this time.

Job Description

Position Roles / Responsibilities / Accountabilities

• Handles incoming telephone calls to 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 practices 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
• Tracks practice expenses and oversees the practice bill paying
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
• Participates in the business planning process
• Completes other miscellaneous tasks as assigned

Position Qualifications

Competencies

External / Internal Dependencies

As part of Wise Oak Financial - Doug Hornes recruiting / hiring / contracting process a verification of a candidates background will be made to complete the hiring / contracting 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 firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience :

Unclear Seniority

Key Skills

Graphic,Apache Tomcat,ABAP,Application Development,Fiber,Application Engineering

Employment Type : Part-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 19 - 22