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 practice’s 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 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.

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 firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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