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Administrative Assistant

Camp Hill, PA Full-Time
$34,033.00 (Careerbuilder est.) What is the Careerbuilder Estimated Salary? Only about 20% of the jobs in our search results contain salary information. When a job posting doesn’t include a salary, we estimate it by looking at similar jobs in the same industry in that location. It is not necessarily endorsed by the employer and actual compensation may vary based on your experience.
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About Us:

We are the West Shore Group, an independent financial planning firm of Thrivent Financial. We are a vibrant and growing team of professionals that guide our clients to be wise with money and live generously. We do so by providing comprehensive financial planning, investment management, and insurance solutions. We operate with an entrepreneurial mindset and are seeking to exponentially grow our practice and our team by hiring the highest quality professionals and creating an environment where they can develop to their fullest potential.

Our team’s culture focuses on not just the work we do, but the people who do the work. We invest in each other by sharing gratitude, meals, and laughter. We have a time of prayer during our weekly team meetings and make time to connect on a personal level.

Position Summary:

This position provides support to the West Shore Group team. This will be a full-time position working 40 hours/week. In addition, this role serves as a resource to advisors and client/members through preparing all appropriate forms/files to run their meetings, ensuring that all service work and new business is processed quickly and efficiently to the highest degree of accuracy, and pro-actively contacting our members and our partnering financial institutions during our service process. This position reports to and is employed by the West Shore Group and is located in Camp Hill.

Who we are looking for:

We are looking for an enthusiastic self-starter with an extraordinary client service orientation, a strong focus on getting the details right, and a desire to contribute to a dynamic and growing team. They must have the ability to learn quickly and work with a high level of autonomy. The ideal candidate is a confident problem solver and initiator who can work effectively in a fast-paced, deadline-oriented environment with a variety of responsibilities, and who possesses outstanding communications skills, a positive and professional attitude, and a heart for serving others.

Job Description

Responsibilities Include

  • Act as the first point-of-contact for all clients, whether in-person or via phone or e-mail
  • Maintain calendars for multiple Advisors and team members and coordinate client appointments according to a prescribed schedule; utilize phone, e-mail or other automated means to streamline the scheduling process
  • Research inquiries regarding client accounts and perform account actions that do not require insurance or securities licensing (accepting checks, providing account balances, making beneficiary changes, etc.)
  • Finalize and submit all paperwork for financial planning, investment accounts, and insurance contracts, including transfers of existing accounts; provide daily tracking or project status by communicating with the home office and other third parties, and keep the client informed of the progress on their accounts
  • Order office supplies and maintain all office systems and equipment
  • Populate and maintain accurate client data in our cloud-based customer relationship management (CRM) software and other data systems; develop and prepare reports to ensure adherence to a disciplined client service model
  • Assist in the preparation and follow up for all client/member meetings
  • Collaborate with financial representatives to assist client with product changes
  • Verbal or written communications with prospective or existing customers regarding financial matters
  • Additional responsibilities may be assigned in accordance with business needs

Position Qualifications

  • College degree in a related field of study required; Bachelors degree preferred
  • Strong proficiency in computer tools including Microsoft Office (Word, Excel, Outlook, PowerPoint, etc.)
  • Aptitude in web-based applications, including Zoom, Salesforce, etc. preferred
  • Previous administrative support experience desired
  • Demonstrated customer service orientation/experience, 2+ years preferred
  • Extremely strong organizational skills
  • Excellent problem solving and communication skills
  • Strong time management skills; ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Notary, or ability to become a Notary

Required Abilities and Personal Character Qualities

  • Highest level of integrity and ethical standards, and absolute respect for client confidentiality
  • Professional attitude, demeanor, and appearance
  • Passion for excellence and a strong dedication to clients and teammates
  • Excellent verbal and written communication skills
  • Disciplined time management and organizational skills; ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to interact with business owners, C-level executives, and high net worth clients
  • Attention to detail and a high degree of accuracy; ability to work in a highly regulated environment and navigate paperwork requirements with minimal error
  • Initiative and resourcefulness to solve problems and suggest improvements
  • Ability to work independently but also collaborate in a team atmosphere

As part of the West Shore Group, recruiting, hiring, and contracting process, a verification of a candidate's background will be made to complete the hiring and contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. 

Thrivent Financial is a mission-driven, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.

Recommended skills

Attention To Detail
Success Driven
Coordinating
Self Motivation
Scheduling
Time Management

Location

CareerBuilder Estimated Salary What is the Careerbuilder Estimated Salary? Only about 20% of the jobs in our search results contain salary information. When a job posting doesn’t include a salary, we estimate it by looking at similar jobs in the same industry in that location. It is not necessarily endorsed by the employer and actual compensation may vary based on your experience.

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What is the Careerbuilder Estimated Salary?

Only about 20% of the jobs in our search results contain salary information. When a job posting doesn’t include a salary, we estimate it by looking at similar jobs in the same industry in that location. It is not necessarily endorsed by the employer and actual compensation may vary based on your experience.
This estimation is based on Job title, Industry, Location and Skills
$34,033
Avg. Yearly Salary

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Administrative Assistant
$34,033.00 (Careerbuilder est.)
Estimated Salary: $70K
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