Administrative Assistant - Join Thrivent's Purpose Driven Wealth Team in Loveland, Colorado

Are you organized, client-focused, and thrive in a dynamic, faith-inspired environment? Thrivent, a leading financial services organization, is seeking a dedicated Administrative Assistant for our top-performing Purpose Driven Wealth practice in Loveland, Colorado. Serving clients across Northern Colorado and Southern Wyoming, we empower individuals and families to achieve financial confidence, clarity, trust, and contentment through personalized wealth management solutions.

Why Join Thrivent?

Thrivent is more than a financial services company—it's a mission-driven organization rooted in Christian values, dedicated to helping people be wise with money and live generously. As a Thrivent-affiliated team, Purpose Driven Wealth combines the stability of a Fortune 500 company with the agility and personal touch of a boutique practice. Our rapidly growing team feels like family, fostering an entrepreneurial spirit in a collaborative, supportive atmosphere.

Imagine working in a role where your contributions directly impact clients' lives, from milestone celebrations to long-term financial planning. We offer professional growth opportunities, comprehensive training through Thrivent's resources, and a workplace that values work-life balance, community involvement, and shared success. Join us to be part of a practice passionate about client success, where your enthusiasm for service can shine.

Role Description

The Administrative Assistant is the heartbeat of our fast-paced office, ensuring seamless operations and exceptional experiences for clients and team members alike. This energizing, people-focused position is ideal for someone who finds fulfillment in multitasking, building relationships, and supporting a high-performing wealth management team. Reporting to the Operations Manager at Purpose Driven Wealth, you'll be the friendly face greeting guests, the efficient coordinator handling communications, and the reliable partner assisting with events, marketing, and client services.

In this role, adaptability and strong interpersonal skills are key as you collaborate on business planning, team outings, and client appreciation initiatives. Employed directly by Purpose Driven Wealth with Thrivent's backing, you'll enjoy the resources of a national leader while contributing to our close-knit, entrepreneurial environment.

Detailed Responsibilities

• Manage calendars, travel arrangements, scanning documents, and coordinate business planning sessions, team lunches, outings, and other administrative tasks.
• Serve as the primary client interface, scheduling meetings, handling mailings, sending personalized birthday gifts, and managing other communications.
• Assist with client service requests, ensuring prompt and professional resolutions.
• Answer incoming calls, distribute messages accurately, and provide courteous support.
• Maintain office supplies inventory and uphold a professional appearance of all office areas.
• Update CRM systems with accurate client data and activity logs.
• Support event planning, marketing campaigns, and promotional efforts as needed.
• Check and process incoming mail daily.
• Assist with office expense payments and basic bookkeeping tasks.
• Greet clients and guests warmly, creating a welcoming first impression.
• Participate in team-building workshops, conferences, and ongoing development activities.
• Embrace and promote Purpose Driven Wealth’s vision and mission in all interactions.
• Handle additional responsibilities as assigned by the Operations Manager to support team success.

Required Skills

To excel as our Administrative Assistant, you'll bring a blend of technical proficiency, interpersonal finesse, and a proactive mindset. Key skills include:

• Exceptional organizational and time management abilities to juggle multiple priorities.
• Outstanding communication skills, both verbal and written, for client interactions.
• Proficiency in CRM systems (e.g., Wealth Management platforms) and Microsoft Office Suite.
• Strong attention to detail for accurate data entry, mailings, and expense tracking.
• Customer service excellence to create memorable client experiences.
• Adaptability and problem-solving in a fast-paced environment.
• Event coordination and basic marketing support capabilities.
• Team collaboration and a positive, enthusiastic attitude.
• Discretion and professionalism when handling sensitive client information.
• Basic financial acumen for expense management and office operations.

Education & Experience

Minimum Requirements:

• High school diploma or equivalent; associate’s degree in business administration or related field preferred.
• 2+ years of administrative or customer service experience, ideally in financial services, wealth management, or a professional office setting.
• Familiarity with office management software and CRM tools.
• Proven ability to thrive in small team environments with an entrepreneurial mindset.

Thrivent values diverse backgrounds and encourages applications from those passionate about financial wellness and community impact. No financial advisor license required.

Compensation Overview

Competitive salary reflecting Loveland, Colorado market rates and experience level.

Benefits

Comprehensive package including medical, dental, and vision insurance; 401(k) with employer match; generous paid time off plus 12 paid holidays; professional development opportunities; and team-building events. Thrivent affiliation provides access to cutting-edge resources and career growth paths.

Apply Today! If you're ready to bring your skills to a purpose-driven team making a real difference, submit your resume. Thrivent is an Equal Opportunity Employer committed to diversity and inclusion.