Administrative Assistant - Three Pillars Financial Advisors

Join Thrivent's Three Pillars Financial Advisors in Chattanooga, Tennessee, as an Administrative Assistant. This onsite, part-time role is your opportunity to support financial advisors in delivering exceptional member experiences while contributing to a mission-driven organization committed to financial clarity and holistic well-being.

Why Join Thrivent?

Thrivent is more than a financial services organization—it's a not-for-profit Fortune 500 company dedicated to helping people achieve financial clarity and live generously. With roots deeply embedded in community service, Thrivent empowers its members through personalized financial advice, retirement planning, investments, and insurance solutions. As part of Three Pillars Financial Advisors, you'll work in a supportive environment that values integrity, collaboration, and member-first service.

At Thrivent, we foster professional growth, work-life balance, and a culture of generosity. Even in part-time roles, you'll benefit from working with cutting-edge tools, ongoing training, and a team passionate about making a positive impact. Located in vibrant Chattanooga, Tennessee, this position offers a chance to thrive in a dynamic city known for its outdoor adventures, rich history, and growing economy. Join us to build meaningful relationships, support financial wellness, and be part of something bigger.

Role Description

The Administrative Assistant provides essential support to Three Pillars Financial Advisors, ensuring seamless daily operations and exceptional member experiences. Reporting directly to Matthew Townley, this part-time, onsite position in Chattanooga, TN, requires a friendly, upbeat professional who excels in a fast-paced environment. Hours are Monday through Friday, 1:00 p.m. to 5:00 p.m. (12:00 p.m. to 5:00 p.m. during training). Starting pay is $17 per hour, with an increase upon successful training completion. No benefits are offered for this part-time role.

This position is pivotal in driving client-facing activities, managing communications, and maintaining operational efficiency. You'll utilize Thrivent's proprietary systems to support client relations, handle administrative tasks, and contribute to the practice's success. Ideal for detail-oriented individuals seeking stable, rewarding part-time work in the financial services sector.

Detailed Responsibilities

• Handle incoming telephone calls to Three Pillars Financial Advisors, responding promptly to requests for information and routing calls efficiently.
• Perform routine administrative duties, including maintaining office supplies inventory and processing incoming/outgoing postal mail.
• Prepare or coordinate routine correspondence, reports, and special projects to support advisor workflows.
• Drive client/member-facing activities by scheduling meetings on behalf of Financial Advisors using scheduling software.
• 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, ensuring all materials are ready.
• Track practice expenses, oversee bill payments, and maintain accurate financial records.
• Provide backup support for unlicensed tasks to other staff members as needed.
• Participate in the business planning process, offering insights on operational improvements.
• Complete miscellaneous tasks as assigned, adapting to the practice's evolving needs.
• Greet members warmly, creating a welcoming office atmosphere.
• Manage practice email inbox, distributing messages and responding to inquiries.

Required Skills

Success in this role demands a blend of technical proficiency, interpersonal savvy, and organizational prowess. Key skills include:

• Exceptional phone etiquette and communication skills for client interactions.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and ability to learn Thrivent systems quickly.
• Strong multitasking abilities to handle frequent interruptions while maintaining high work quality.
• Discretion and integrity in managing sensitive/confidential information.
• Proactive scheduling and calendar management expertise.
• Basic financial tracking and expense management skills.
• Friendly, upbeat demeanor for positive member experiences.
• Attention to detail in data entry and contact management systems.
• Time management and reliability for consistent performance.

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 (1+ years desired).
• Familiarity with financial services, Thrivent products, or customer service environments is a plus.
• Basic understanding of Three Pillars Financial Advisors and Thrivent's mission.

Compensation Overview

This part-time position offers a competitive starting wage of $17 per hour, with a pay increase following successful completion of training. Annualized for full-time equivalent (based on 20 hours/week), compensation aligns with Chattanooga market rates for administrative roles in financial services.

Benefits

As a part-time position, traditional benefits such as health insurance or retirement plans are not offered. However, you'll gain invaluable experience in the financial services industry, access to Thrivent's professional development resources, and the satisfaction of contributing to member financial success in a supportive team environment.

Apply Today! If you're organized, personable, and eager to support Thrivent's mission in Chattanooga, TN, submit your resume to join Three Pillars Financial Advisors. Thrivent is an equal opportunity employer committed to diversity and inclusion.