Job Description


Receptionist/Office Professional star

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Thrivent Financial

Bellevue, Washington, United States

Date Posted:
Administrative - Customer Service - Financial Services/Insurance - Marketing/Public Relations - Personal Services
Job Type:
Thrivent Financial
Job Description:

Organization/Business Overview: 

The Bellevue Office is an independent financial services practice of Thrivent Financial.  Thrivent Financial is a membership organization of Christians who connect faith and finances for good. As a not-for-profit financial services organization with more than 2.4 million members, we do more than provide sound financial guidance and products; we help families and communities thrive. 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.


Position summary:

We are seeking to add a caring and talented office professional to our team.  This full-time position will provide broad and varied administrative support to Financial Representatives, support the operations of the office, and help ensure a positive member experience, as well as be the face and voice to our customers (receptionist).   This role is critical to our member experience and requires a friendly, upbeat demeanor.  The incumbent supports daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, responding to email, ordering supplies, and other administrative tasks as assigned. The Office Professional reports to and is employed by the Bellevue Office financial representatives.


Position Roles/Responsibilities/Accountabilities

  • Handles incoming telephone calls 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 Representatives
  • Assist Financial representatives in the preparation and follow up for the client/member meetings
  • 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 and database management
  • Completes other miscellaneous tasks as assigned


Position Qualifications

  •   College degree and/or   equivalent work experience
  •   Excellent telephone and   customer relation skills
  •   Strong technical computer   aptitude and knowledge of business tools (e.g., Microsoft Word, Excel) and   database management, or ability to learn
  •   Demonstrated   organization, communication and teamwork skills
  •   Experience in general   office work and managing multiple tasks
  •   May require occasional   after-hours work, scheduled in advance



  • Planning/Organizing
  • Customer Focus
  • Communication  (verbal & written)
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility
  • Positive Attitude

A compensation agreement will be negotiated commensurate with skills and experience.  As part of the hiring process, a verification of a candidate's background will be made to complete the process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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About the Company

Thrivent Financial

Thrivent Financial is a membership organization of Christians with nearly 2.4 million members strong. We're a Fortune 500 financial services organization with the strength of more than $105.4 billion in assets under management, $182.5 billion of life insurance in force and recognized as one of the World's Most Ethical Companies per Ethisphere Institute.For more than a century, our blend of financial expertise, shared values and service to members has set us apart. As the nation's largest fraternal benefit society, we're here solely to help o More...