Administrative Assistant

Location: Berlin, Wisconsin | Full-Time In-Office (30-35 hours/week, potential for full-time)

Why Join Thrivent?

Thrivent is more than a financial services organization—it's a mission-driven, not-for-profit fraternal organization dedicated to helping people achieve financial clarity, live generously, and build stronger communities. With over 100 years of service, Thrivent empowers its members through financial advice, investments, insurance, and banking solutions rooted in Christian values. As a key player in the financial planning industry, Thrivent serves millions of members nationwide, fostering financial security and community impact.

Joining David Shattuck and team at our Berlin, Wisconsin office means becoming part of a close-knit, high-performing team focused on exceptional member experiences. You'll support financial advisors who guide families and individuals toward their financial goals while embodying Thrivent's commitment to integrity, service, and generosity. Our collaborative environment values friendly, upbeat professionals who thrive in dynamic settings. Enjoy the stability of working fully in-office, with opportunities for growth in a supportive practice dedicated to member success. Be part of a team that makes a real difference in the lives of Wisconsin residents!

Role Description

The Administrative Assistant plays a pivotal role in the smooth operation of David Shattuck and team's financial planning practice. Reporting directly to David Shattuck, this position provides essential administrative support to ensure seamless daily operations and outstanding member experiences. From managing communications and scheduling to handling financial tracking and client relations support, you'll be the friendly face and efficient backbone of the team.

This is a fully in-office role based in Berlin, Wisconsin, offering 30-35 hours per week with flexibility to discuss full-time opportunities. Ideal for organized, tech-savvy individuals passionate about customer service in a financial services environment. Compensation starts at $20-22 per hour, based on experience, with a yearly employer retirement contribution provided.

Detailed Responsibilities

• Handle incoming telephone calls for David Shattuck and team, responding professionally to requests for information and routing calls efficiently.
• Greet and assist members and clients in person, creating a welcoming and positive first impression.
• Manage and distribute postal mail and practice email, ensuring timely processing and confidentiality.
• Order and maintain office supplies, tracking inventory to support uninterrupted operations.
• Utilize Thrivent Financial computer systems and programs to support client relations, data entry, and reporting.
• Drive client-facing activities by scheduling meetings with members on behalf of Financial Advisors.
• Update the contact management system with accurate client/member contact details and preferences.
• Assist Financial Advisors in preparing for and following up on client/member meetings, including materials and documentation.
• Track practice expenses, oversee bill payments, and maintain financial records.
• Provide backup support for non-licensed tasks to other team members as needed.
• Participate in the business planning process, contributing insights on operations and improvements.
• Prepare routine correspondence, reports, and special projects.
• Complete miscellaneous administrative tasks to ensure practice efficiency.

Required Skills

To excel in this role, you'll need a blend of organizational prowess, technical aptitude, and interpersonal charm. Key skills include:

• Exceptional phone etiquette and communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong multitasking and prioritization abilities
• Customer service orientation with a friendly, upbeat demeanor
• Contact management system experience (e.g., CRM software)
• Attention to detail for data entry and record-keeping
• Discretion with sensitive and confidential information
• Basic financial tracking and expense management
• Problem-solving in fast-paced environments
• Adaptability to learn Thrivent-specific systems

Education & Experience

• High school diploma or equivalent required; associate's degree in business administration or related field preferred.
• Previous administrative, secretarial, or office support experience desired (1-2 years ideal).
• Familiarity with financial services or Thrivent products/services is a plus.
• Demonstrated ability to handle multiple tasks amid frequent interruptions while maintaining high work quality.

Compensation Overview

Competitive hourly pay starting at $20-22 per hour, commensurate with experience. Full-time equivalent annual estimate: $41,600 - $45,760 USD (based on 40 hours/week). Additional perks include a yearly employer retirement contribution.

Benefits

This position offers a yearly employer-provided retirement contribution to support your long-term financial goals. While no traditional benefits package is included, the role provides hands-on experience in financial services, professional development opportunities within Thrivent's network, and a rewarding environment focused on community impact. Potential for hours expansion to full-time offers further stability.

Ready to make an impact? Apply now to join David Shattuck and team at Thrivent in Berlin, Wisconsin. We seek dedicated professionals passionate about supporting financial wellness and exceptional member service.