Must be able to cultivate and maintain relationships with outside organizationsĪs part of Erich Lehmann recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process.Must be able to represent the organization in work with external clients.Must be able to work with all roles of the Erich Lehmann.Basic understanding of Erich Lehmann, our products and services, and Thrivent Financial.Ability to maintain integrity of sensitive/confidential information.Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn.Previous administrative/secretarial experience desired.Completes other miscellaneous tasks as assigned.Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.Assist Financial Advisors in the preparation and follow up for the client/member meetings. Update the contact management system with client/member contact and preference information.Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors.Handles incoming telephone calls to Erich Lehmann and responds to requests for information.Position Roles/Responsibilities/Accountabilities This position would be 8 am to 12 pm Monday - Friday with a need for one Saturday a quarter for special events. The Office Professional reports to and is employed by Erich Lehmann. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. This role is critical to our member experience and requires a friendly, upbeat demeanor. This position provides administrative support to Erich Lehmann.
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