What are the responsibilities and job description for the Administrative Assistant position at Thrivent Financial?
Summary
Trailhead Financial Group (TFG) is a growing wealth advisory practice operating within Thrivent's Southeast Advisor Group. Founded by Michael Raymond, ChFC, CEPA, FIC, TFG serves clients across Western North Carolina from offices in Asheville and Hendersonville. Our team is built around a culture of excellence, integrity, and genuine service - and we're looking for someone who embodies those same values.Position Overview
The Administrative Assistant is the first face clients and guests encounter at Trailhead Financial Group. This role is based primarily out of our Hendersonville, NC office, with regular presence in our Asheville location one to two days per week (or more if client needs dictate) alongside the full advisory team. You will support the Trailhead Financial Group client needs across both locations, serve as a key operational anchor for day-today office functions, and provide administrative support to our Wealth Advisors and Founder. The Administrative Assistant is employed by George Bailey Group, LLC.
This position is home-based at our Hendersonville, NC office. Regular travel to our Asheville, NC office is expected on to two days per week (or more if client needs dictate), coordinated with the full team schedule. Occasional additional travel may be required to support executive operations, attend conferences, or participate in firm-sponsored events.
Compensation for this role is $18-22/hr dependent upon experience. PTO provided. No medical or dental benefits.
Job Description
Position Roles/Responsibilities/Accountabilities
Client & Guest Services
Serve as the primary point of welcome for all clients and visitors to both the Hendersonville and Asheville locations
Greetand direct clients for multiple advisors in a professional, warm manner
Represent Trailhead Financial Group as one of the recognizable faces of the organization at events and in the office
Office Operations
Manage daily opening and closing procedures for the Hendersonville office; support Asheville officeoperations during scheduled weekly visits
Maintain the overall appearance, organization, and readiness of the shared office space
Monitor advisor schedules and calendars - proactively flag conflicts, gaps, or scheduling concerns to leadership (scheduling decisionsremainwith the advisor team)
Communications & Administrative Support
Answer and professionally route all inbound calls
Make outbound calls as directed by the advisor team or executive assistant
Receive, sort, and distribute incoming mail
Scan and digitally file documents with accuracy and attention to detail
Draft, format, and send emails on behalf of the team as requested
Executive & Marketing Support
SupportExecutive Assistant with administrative tasks and serve as coverage during her absence
Assist Marketing Director with social media posting and content coordination as needed
RepresentTFG at select company events and client-facing functions
Position Qualifications
Exceptional interpersonal and communication skills - both written and verbal
Professional, polished appearance and demeanor consistent with a client-facing financial services environment
Strong organizational skills with the ability to manage multiple priorities simultaneously
Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and general comfort with technology
Reliable, punctual, and detail-oriented with a proactive approach to problem-solving
Prior experience in a receptionist, front-desk, or administrative support role
Familiarity with financial services, wealth management, or professional services environments (preferred)
Experience with calendar management tools and CRM platforms(preferred)
Social media literacy (LinkedIn, Facebook, Instagram) for light content posting support (preffred)
Notary Public preferred (or willing to obtain in first 90-days of employment
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
- AI familiarity
External/Internal Dependencies
- Must be able to work with all roles of the TFG
- 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 TFG's 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.
Salary : $18 - $22