Administrative Assistant

Position summary: This position provides approximately 30 hours per week of administrative support to Michael Buric and The Genesis Financial Consultants. This role is critical to our client experience and requires a friendly, upbeat demeanor. This individual will support the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling/distributing mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The role reports to and is employed by The Genesis Financial Consultants. Pay Range $22-30/hr. Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls to and responds to requests for information Performs routine administrative duties such as maintaining office supplies, data entry of information, and processing mail Prepares routine correspondence, reports, and special projects Supports projects, administration of various programs, and processing functions as needed Drives client facing activity in the practice by scheduling meetings with clients on behalf of the practice's Financial Advisors Updates the contact management system with client contact and preference information Assists Financial Advisors in preparation and follow up of client meetings Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed Completes other miscellaneous tasks as assigned

Competencies: Planning/Organizing Detail Oriented Client Focus CommunicationInterpersonal Skills Teamwork and Collaboration Adaptability/Flexibility As part of The Genesis Financial Consultants' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.