Administrative Assistant - Liverpool, New York

Join Thrivent's dynamic team in Liverpool, New York, as an Administrative Assistant providing essential support to Kyle F. Mumpton, CFP®. This in-office role is perfect for a friendly, organized professional passionate about enhancing member experiences in the financial services industry. Work Monday through Friday from 8 AM to 4 PM, supporting daily operations in a supportive financial planning practice.

Why Join Thrivent?

Thrivent is more than a financial services organization—it's a mission-driven company dedicated to helping people achieve financial clarity and live generously. As a Fortune 500 company with a not-for-profit heritage, Thrivent empowers its members through holistic financial advice, insurance, investments, and community impact. Joining our Liverpool, NY office means becoming part of a collaborative team focused on client success and professional growth.

Experience a workplace that values work-life balance with standard business hours, no evenings or weekends. Enjoy immediate career advancement opportunities, including a structured track to obtain your New York Life and Health Insurance License (Life, Health, Annuity) within the first 6 months—fully supported by our practice. Thrivent fosters a positive culture emphasizing integrity, innovation, and community service, making it an ideal place for administrative professionals seeking meaningful impact.

Role Description

The Administrative Assistant plays a pivotal role in our practice's success by delivering top-tier administrative support to Kyle F. Mumpton, CFP®, and the broader team. Reporting directly to Kyle, you'll be the friendly face and voice of our office, handling client interactions, operational tasks, and ensuring seamless daily workflows. This fully in-office position in Liverpool, New York, demands an upbeat demeanor, multitasking prowess, and a commitment to exceptional member service. You'll utilize Thrivent's proprietary systems to support client relations, manage communications, and contribute to business growth initiatives.

Detailed Responsibilities

• Handle incoming telephone calls with professionalism, responding to member inquiries and routing requests efficiently.
• Greet clients and visitors warmly, creating a welcoming environment that enhances the member experience.
• Manage postal mail distribution and practice email, ensuring timely processing and confidentiality.
• Order and maintain office supplies, keeping operations running smoothly.
• Utilize Thrivent Financial computer systems for client relationship management, data entry, and reporting.
• Drive client-facing activities by scheduling meetings for Financial Advisors and updating contact management systems with accurate member preferences.
• Assist in preparing and following up on client meetings, including document coordination and logistics.
• Provide backup support for unlicensed tasks, supporting team members as needed.
• Participate in business planning processes and complete special projects or miscellaneous tasks.
• Prepare routine correspondence, reports, and support various programs to bolster practice efficiency.

Required Skills

Success in this role requires a blend of technical savvy, interpersonal finesse, and organizational excellence. Key skills include:

• Exceptional phone etiquette and customer service orientation
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong multitasking and prioritization in a fast-paced environment
• Discretion with sensitive confidential information
• Contact management system experience (e.g., CRM tools)
• Proactive scheduling and calendar management
• Basic financial services knowledge or quick learning aptitude
• Attention to detail in administrative tasks
• Adaptability to learn Thrivent-specific software
• Team collaboration and backup support readiness

Education & Experience

A high school diploma or equivalent is required; an associate's degree in business administration or related field is preferred. Previous administrative, secretarial, or office support experience (1-2 years desired) in financial services, insurance, or professional services is highly valued. Insurance licensing is preferred, but candidates must be willing to pursue NY Life and Health Insurance Licenses (Life, Health, Annuity) within 6 months, with full practice support. Demonstrated technical aptitude and a basic understanding of financial products/services are essential.

Compensation Overview

Competitive hourly pay of $20-25 per hour, based on experience, equates to an annual range of approximately $41,600-$52,000 for full-time employment (2,080 hours/year). This reflects market rates for Administrative Assistants in Liverpool, New York, considering local cost of living and financial sector benchmarks.

Benefits

We offer a robust package including a Simple IRA with 3% employer match for retirement savings, and 15 days of paid time off (PTO) annually for vacations, personal days, and wellness. While health benefits are not provided, this role emphasizes work-life balance, professional development, and a supportive team environment. Additional perks include licensing support, ongoing training, and opportunities for advancement within Thrivent's ecosystem.

Thrivent is an Equal Opportunity Employer committed to diversity, inclusion, and providing reasonable accommodations. Apply today to elevate your career in financial services!