Administrative Assistant

TL;DR

Administrative Assistant (Finance): Providing front desk and administrative support for a financial services practice with an accent on client experience and office coordination. Focus on managing schedules, maintaining CRM data, and ensuring smooth daily operations for financial advisors.

Location: On-site in Oshkosh

Compensation: $18/hr

Company

hirify.global is an independent financial services practice of Thrivent, a Fortune 500 faith-based, not-for-profit organization.

What you will do

• Greet clients and visitors professionally to ensure a welcoming and organized environment.
• Manage incoming phone calls and handle general office correspondence and mail.
• Update and maintain CRM systems with accurate client information and preferences.
• Coordinate and schedule client meetings on behalf of Financial Advisors.
• Maintain office supplies and ensure the professional appearance of shared office areas.
• Support administrative projects, prepare routine reports, and assist with client meeting preparation.

Requirements

• Strong verbal and written communication skills.
• Proficiency with Microsoft programs, including Word, Excel, SharePoint, and OneDrive.
• Ability to maintain strict confidentiality and handle sensitive information with integrity.
• Strong organizational and problem-solving skills.
• Must be able to work on-site in Oshkosh.
• Previous administrative or office support experience is preferred.

Culture & Benefits

• 401(k) with a 3% employer non-elective contribution.
• Paid time off, paid holidays, and floating holidays.
• Parental leave and flexible scheduling.
• Performance-based bonuses.
• Paid licensing opportunities.