Administrative Assistant - Dakota Valley Associates

Join Thrivent as an Administrative Assistant in Eagan, Minnesota, and become a vital part of our mission-driven team at Dakota Valley Associates led by Jeremy Moe. This full-time, in-office role offers a rewarding opportunity to support financial advisors and enhance member experiences in a friendly, upbeat environment. If you're seeking Administrative Assistant jobs in Eagan MN, office assistant careers Minneapolis, or Thrivent administrative positions, apply today!

Why Join Thrivent?

Make a Meaningful Impact with a Purpose-Driven Organization

Thrivent is more than a financial services company—it's a not-for-profit, faith-based organization dedicated to helping people achieve financial clarity and live generously. As an Administrative Assistant at Dakota Valley Associates in Eagan, MN, you'll play a key role in supporting our financial advisors and delivering exceptional service to members across the Dakota Valley region. Our Eagan office is conveniently located near major highways, offering easy access for professionals in the Twin Cities area.

Working with Jeremy Moe's team means being part of a close-knit practice focused on personalized financial planning, retirement strategies, insurance solutions, and community impact. Enjoy a supportive culture that values work-life balance, professional growth, and a positive atmosphere. This position is perfect for detail-oriented individuals passionate about customer service and administrative excellence. Thrivent's commitment to holistic financial advice sets us apart, and your contributions will directly enhance client satisfaction and practice efficiency.

Thriving in Eagan, Minnesota

Eagan offers an ideal blend of suburban charm and urban accessibility, with top-rated schools, parks, and proximity to Minneapolis-St. Paul. Join a community where professionals enjoy a high quality of life while advancing their careers in finance and administration.

Role Description

The Administrative Assistant provides essential administrative support to Dakota Valley Associates - Jeremy Moe. This role is critical to our member experience, requiring a friendly, upbeat demeanor to handle daily operations. Responsibilities include answering phones, greeting members, managing mail and email, ordering supplies, and utilizing Thrivent's computer systems for client relations. Reporting directly to Jeremy Moe, this full-time position is fully in-office in Eagan, MN, with hours from Monday-Friday, 8:30am – 5pm. No benefits are offered, but PTO is available, making it ideal for those seeking stable, hourly pay in a dynamic financial services setting.

Detailed Responsibilities

• Handle incoming telephone calls to Dakota Valley Associates, responding promptly to requests for information and routing calls efficiently.
• Perform routine administrative duties, including maintaining office supplies, processing incoming and outgoing postal mail, and distributing practice email.
• Prepare or coordinate routine correspondence, reports, and special projects to support practice operations.
• Drive client/member-facing activities by scheduling meetings with clients/members on behalf of Financial Advisors.
• Update the contact management system with accurate client/member contact details and preference information.
• Assist Financial Advisors in preparing for and following up on client/member meetings, ensuring seamless execution.
• Provide back-up support for non-licensed tasks to other staff members as needed.
• Utilize Thrivent Financial computer systems and programs to support client relations and daily workflows.
• Complete miscellaneous tasks as assigned, contributing to the overall success of the practice.
• Maintain a high-quality work environment amid frequent interruptions, prioritizing tasks effectively.

Required Skills

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

• Exceptional phone etiquette and customer service for member interactions.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong multitasking abilities in a fast-paced office.
• Discretion with sensitive/confidential information.
• Contact management system experience or quick learning aptitude.
• Proactive scheduling and calendar management.
• Attention to detail in correspondence and reporting.
• Adaptability to support varied administrative projects.

Education & Experience

• High school diploma or equivalent required; associate's degree in business administration preferred.
• Previous administrative, secretarial, or office support experience desired (1-2 years ideal).
• Basic understanding of financial services, Thrivent products, and Dakota Valley Associates operations is a plus.
• Demonstrated technical aptitude with business tools and ability to learn proprietary systems quickly.

Compensation Overview

Competitive hourly rate of $20-23/hour based on experience, equating to approximately $41,600 - $47,840 annually for full-time hours. PTO available to support work-life balance.

Benefits

While comprehensive benefits are not offered, this role provides:

• Paid Time Off (PTO) for vacations and personal needs.
• Stable full-time employment in a supportive team environment.
• Professional development opportunities within Thrivent's network.
• Convenient Eagan, MN location with free parking.

Ready to elevate your administrative career with Thrivent? Apply now for this Administrative Assistant position in Eagan, MN!