Why Join Thrivent?

Thrivent is a mission-driven Fortune 500 financial services organization serving over 2 million members. Rooted in faith and guided by values of integrity, generosity, and community, Thrivent empowers people to thrive financially and spiritually. As a client-focused leader in financial planning, investments, insurance, and retirement services, we foster a collaborative culture where excellence and purpose intersect. Joining Thrivent means becoming part of a team dedicated to holistic financial advice and meaningful impact.

In this Administrative Assistant role with Inspired Wealth Advisors (IWA), a valued Thrivent partner in Lexington, KY, you'll support wealth advisors delivering personalized financial strategies. Enjoy a supportive environment emphasizing work-life balance, professional growth, and community involvement. Thrivent offers opportunities for advancement, ongoing training, and a commitment to diversity, equity, and inclusion. Be the welcoming face of financial empowerment in the heart of Kentucky.

Role Description

The Administrative Assistant at Inspired Wealth Advisors provides essential support to our team of dedicated wealth advisors. This on-site position in Lexington, KY, is the cornerstone of our client-centric operations, ensuring seamless daily workflows and exceptional experiences. As the first point of contact, you'll embody our core values of excellence, integrity, and generosity, creating positive impressions for clients, prospects, and team members alike.

Reporting directly to Inspired Wealth Advisors, this full-time role (8:30 AM – 5:30 PM, Monday–Friday, with a 1-hour lunch) demands a proactive, detail-oriented professional who excels in fast-paced settings. You'll handle administrative tasks, client engagement, event coordination, and process optimization to drive practice efficiency and growth. Thrive in a team-oriented culture where collaboration fuels success and every contribution matters.

Detailed Responsibilities

• Client Reception & Communication: Answer phones professionally, greet clients warmly, manage email and postal mail, and serve as the primary point of contact to foster lasting relationships.
• Scheduling & Calendar Management: Coordinate client appointments, maintain advisor calendars, and resolve scheduling conflicts using tools like Outlook or CRM systems.
• Documentation & Reporting: Prepare correspondence, financial reports, compliance documents, and routine office materials with precision and confidentiality.
• Event Planning & Execution: Plan, coordinate, and execute client appreciation events, educational workshops, seminars, and community outreach activities.
• Event Logistics Mastery: Handle all aspects including venue selection, catering arrangements, digital/physical invitations, RSVP tracking, budgets, and post-event follow-ups.
• Marketing Support: Assist with marketing campaigns, social media updates, newsletter distribution, promotional materials, and lead generation efforts.
• Operational Excellence: Manage office supplies, vendor relationships, compliance filings, data entry, and process improvements to streamline workflows.
• Technology & Systems: Utilize financial software (e.g., CRM, portfolio management tools), Microsoft Office Suite, and emerging tech to enhance productivity.
• Team Collaboration: Support advisors with research, meeting preparation, travel arrangements, and ad-hoc projects while upholding Thrivent's high standards.

Required Skills

We seek a versatile professional with these key competencies:

• Exceptional communication and interpersonal skills for client-facing interactions.
• Advanced organizational and multitasking abilities to juggle priorities.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Experience with CRM systems (e.g., Wealthbox, Redtail) and financial software.
• Strong event planning and project management expertise.
• Tech-savvy mindset with quick adaptability to new tools.
• Impeccable attention to detail and commitment to accuracy.
• Proactive problem-solving and process improvement initiative.
• High integrity, accountability, and a positive, upbeat demeanor.

Education & Experience

• Education: High school diploma or equivalent required; associate's or bachelor's degree in business administration, finance, or related field preferred.
• Experience: 2+ years in administrative, office management, or financial services support roles. Event coordination experience highly desirable.
• Other: Familiarity with financial industry regulations (e.g., FINRA, SEC) a plus. Must pass background check and demonstrate reliability.

Compensation Overview

Competitive hourly rate of $18–$25/hour based on experience, skills, and performance. Total compensation may include performance bonuses tied to team success. Annualized estimate: $37,440–$52,000 (based on 40-hour week).

Benefits

• Time Off: 10 days personal PTO + 10 national holidays.
• Retirement: Profit-sharing plan available after 2 years of service.
• Health: Medical Reimbursement Account (no formal health benefits).
• Additional Perks: Professional development opportunities, team events, community involvement, and a supportive Thrivent-aligned culture promoting growth and well-being.

Thrivent is an Equal Opportunity Employer. Apply today to join a purpose-driven team making a difference in Lexington, KY!