Administrative Assistant - Lakewood, California

Join Thrivent's Aegis Wealth Advisors team as an Administrative Assistant in Lakewood, CA. This full-time, in-office role offers a rewarding opportunity to support financial advisors and enhance member experiences in a supportive, faith-based financial services environment.

Why Join Thrivent

Thrivent is more than a financial services organization—it's a mission-driven company rooted in Christian values, dedicated to helping people build strong financial futures while making a positive impact in their communities. As a Fortune 500 company, Thrivent serves over 2 million members nationwide with personalized financial advice, retirement planning, insurance, and investment solutions.

At Aegis Wealth Advisors, a Thrivent practice in Lakewood, California, you'll be part of a dynamic team led by Geoff Delahanty. We prioritize work-life balance with standard hours (9 AM - 4 PM, Monday-Friday), a friendly workplace culture, and opportunities for professional growth, including obtaining your Life & Health License within the first six months. Our commitment to integrity, member service, and community involvement sets us apart. Enjoy a supportive environment where your upbeat demeanor and organizational skills directly contribute to client success and team achievement.

Thrivent fosters career development with training programs, mentorship, and pathways to advanced roles in financial services. Lakewood's vibrant community, proximity to Los Angeles beaches, and suburban charm make this an ideal location for professionals seeking stability and impact.

Role Description

The Administrative Assistant provides essential support to Aegis Wealth Advisors, ensuring seamless daily operations and exceptional member experiences. Reporting directly to Geoff Delahanty, this role demands a friendly, professional attitude to handle client interactions, manage office functions, and utilize Thrivent's proprietary systems. This full-time position is based in our Lakewood, CA office—no remote work. You'll play a pivotal role in client-facing activities, from greeting members to scheduling appointments and maintaining records, all while upholding Thrivent's high standards of confidentiality and service excellence.

Detailed Responsibilities

• Handle incoming telephone calls to Aegis Wealth Advisors, responding promptly to requests for information and routing calls efficiently.
• Perform routine administrative duties, including maintaining office supplies, processing incoming/outgoing mail, and distributing practice emails.
• Prepare and coordinate routine correspondence, reports, and special projects to support team objectives.
• Drive client/member engagement by scheduling meetings on behalf of Financial Advisors and updating contact management systems with accurate client preferences.
• Assist Financial Advisors in preparing for and following up on client meetings, ensuring all materials are ready and notes are documented.
• Track practice expenses, oversee bill payments, and manage financial documentation with precision.
• Provide backup support for unlicensed tasks to other staff members as needed.
• Participate in the business planning process, offering insights on operational improvements.
• Utilize Thrivent Financial computer systems and programs to support client relations and reporting.
• Complete miscellaneous tasks as assigned, adapting to the fast-paced needs of a wealth advisory practice.
• Greet and assist members in-person, creating a welcoming atmosphere that reflects Thrivent's values.

Required Skills

Success in this role requires a blend of technical proficiency, interpersonal skills, and organizational prowess:

• Exceptional phone etiquette and customer service skills
• Strong multitasking abilities with frequent interruptions
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Experience with CRM or contact management systems
• Attention to detail for expense tracking and data entry
• Discretion in handling sensitive/confidential information
• Friendly, upbeat communication style
• Basic financial services knowledge (or willingness to learn)
• Problem-solving and adaptability
• Organizational skills for supply management and scheduling

Education & Experience

A high school diploma or equivalent is required. Previous administrative, secretarial, or office support experience (1-2 years preferred) in financial services, wealth management, or customer-facing roles is highly desirable. Strong technical aptitude with business tools is essential; familiarity with Thrivent systems is a plus. Applicants must commit to obtaining a Life & Health License within six months of hire. A basic understanding of financial products and services is beneficial.

Compensation Overview

Competitive hourly pay of $23-25/hour based on experience, equating to approximately $47,840 - $52,000 annually for a 35-hour workweek. We offer performance-based reviews for potential increases.

Benefits

Thrivent provides a comprehensive benefits package tailored to support your well-being:

• Simple IRA with 3% employer match
• Holiday pay and paid time off
• Professional development opportunities, including licensing support
• Team-building events and community service participation
• Growth paths within Aegis Wealth Advisors and Thrivent

Note: Health benefits are not provided for this role.

Apply today to become part of Thrivent's impactful legacy in Lakewood, CA! Thrivent is an Equal Opportunity Employer.