Why Join Thrivent?

Thrivent is more than just a financial services organization—it's a mission-driven company dedicated to helping people achieve financial clarity, security, and purpose. As a Fortune 500 not-for-profit financial services organization, Thrivent empowers individuals and communities through holistic financial advice, investments, insurance, and generous giving programs. Our fraternal benefit society model ensures that members' needs come first, fostering a culture of trust, integrity, and shared success.

Joining Thrivent means becoming part of a values-based team that prioritizes people over profits. At Approach Path Financial Advisors, a Thrivent practice in Auburn, Washington, you'll contribute to exceptional member experiences while enjoying a supportive work environment. We offer part-time flexibility, professional growth opportunities including licensing tracks, and the chance to make a real impact in clients' lives. Whether you're greeting members with a warm smile or streamlining operations behind the scenes, your role will be pivotal to our success. Thrivent is committed to diversity, equity, and inclusion, creating an inclusive workplace where every team member thrives.

Role Description

The Executive Assistant position at Approach Path Financial Advisors provides essential administrative support to our dedicated financial advisors. Reporting directly to Alan Writer, this part-time role (approximately 25 hours per week, 2-3 days) is based in our Auburn, Washington office, with one monthly trip to Everett. Ideal for organized professionals with a friendly, upbeat demeanor, you'll handle daily operations to enhance member experiences and drive practice efficiency.

This in-office position is perfect for those passionate about financial services administration. You'll answer phones, manage calendars, process mail, and utilize Thrivent's proprietary systems to support client relations. With a compensation range of $23-30 per hour based on experience, plus growth opportunities like licensing tracks, this role offers stability and advancement in the financial advisory sector.

Detailed Responsibilities

• Handle incoming telephone calls to Approach Path Financial Advisors, responding promptly to requests for information and ensuring a positive first impression.
• Optimize advisors' calendars and schedules, coordinating meetings, appointments, and client-facing activities to maximize efficiency.
• Perform routine administrative duties, including maintaining office supplies, handling filing (both digital and physical paper files), and organizing documents.
• Prepare or coordinate routine correspondence, reports, and special projects, leveraging Thrivent Financial computer systems.
• Support projects, administer various programs, and manage processing functions as needed to keep operations running smoothly.
• Drive client/member engagement by scheduling meetings on behalf of financial advisors, enhancing practice growth.
• Provide back-up support for unlicensed tasks to other staff members, ensuring seamless team functionality.
• Manage postal mail and practice email distribution, maintaining confidentiality and accuracy.
• Complete miscellaneous tasks as assigned, demonstrating adaptability in a dynamic financial advisory environment.
• Greet and assist members in-person, contributing to a welcoming office atmosphere.

Required Skills

To excel as an Executive Assistant at Thrivent, you'll need a blend of technical proficiency, interpersonal savvy, and organizational prowess. Key skills include:

• Exceptional phone etiquette and customer service for handling client inquiries.
• Advanced calendar management using tools like Microsoft Outlook.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and quick learning of Thrivent systems.
• Strong multitasking abilities amid frequent interruptions.
• Discretion with sensitive/confidential information.
• Effective written and verbal communication.
• Interpersonal skills for building rapport with clients and team members.
• Organizational and filing expertise, including physical paper management.

Education & Experience

A high school diploma or equivalent is required, with previous administrative, secretarial, or office experience highly desired. Familiarity with paper filing systems and financial services is a plus. A basic understanding of Thrivent products, services, and the financial industry will help you succeed from day one. We're seeking candidates with 1-3 years of relevant experience who thrive in fast-paced settings. No licensing required initially, but growth tracks available for motivated individuals pursuing certifications like Series 6/63 or life/health insurance licenses.

Compensation Overview

This part-time Executive Assistant role offers competitive hourly pay of $23-30, depending on experience and qualifications. For full-time equivalent context in Auburn, Washington, annual salary estimates range from $47,840 to $62,400 USD, reflecting local market rates for administrative roles in financial services.

Benefits

Thrivent provides robust benefits even for part-time roles, including access to our 401(k) retirement plan with company match, health insurance eligibility, paid time off, and professional development opportunities. Enjoy perks like flexible scheduling, monthly team events, and tuition reimbursement for licensing pursuits. As a Thrivent employee, you'll receive complimentary financial planning services, volunteer time off, and involvement in our generous giving programs. We prioritize work-life balance, offering a collaborative culture with paths for career advancement in financial advising.

Thrivent is an Equal Opportunity Employer. Apply today to join our Auburn team and support financial wellness in your community!