Administrative Assistant

Summary

This position provides administrative support to Aegis Wealth Advisors. This role is critical to our member experience and requires a friendly upbeat demeanor. The incumbent supports the daily operations of the practice including but not limited to: answering the phones meeting/greeting members handling/distributing postal 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 Administrative Assistant reports to and is employed by Geoff Delahanty of Aegis Wealth Advisors.

This position if full time in office out of Lakewood CA.
Hours: 9a - 4pm Monday - Friday
Compensation: $23-25/hr. depending on experience.
Benefits: Simple IRA 3% match Holiday Pay. Health benefits are not provided.

Applicants are expected to obtain their Life & Health License within their first six months of employment. Additional growth opportunities are available within the practice.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Aegis Wealth Advisors and responds to requests for information
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Prepares or coordinates the preparation of routine correspondence reports and special projects typically of a routine nature
• Supports projects administration of various programs and processing functions as needed
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practices Financial Advisors
• Update the contact management system with client/member contact and preference information
• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Tracks practice expenses and oversees the practice bill paying
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
• Participates in the business planning process
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of Aegis Wealth Advisors our products and services and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Aegis Wealth Advisors
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Aegis Wealth Advisors recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Determine the need for future access to Wealthscape. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.