Administrative Assistant

Summary

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. As a Thrivent affiliated team, we help our clients achieve confidence, clarity, trust, and contentment by increasing their understanding, discovering their goals, designing a plan, delivering solutions, and sustaining progress. Said differently, we are passionate about our client’s success and are looking to find an administrative assistant who shares our enthusiasm.

The Administrative Assistant role is an energizing, people‑focused position perfect for someone who feels genuinely fulfilled by keeping a fast‑moving office running smoothly and creating exceptional experiences for both clients and colleagues. You’ll be the friendly face greeting guests, the calm and resourceful communicator fielding calls, and the thoughtful partner supporting client communications, birthday gifts, and service requests. This role thrives on adaptability, collaboration, and strong interpersonal skills, as you’ll work closely with the team on events, marketing efforts, business planning sessions, and more.

We are a rapidly growing practice whose members feel more like family than co-workers. While Thrivent’s home office provides the requisite resources to be successful in this industry, we encourage individuals with an entrepreneurial spirit and who are comfortable in a small team environment to apply.

The Administrative Assistant reports to and is employed by Purpose Driven Wealth. Salary is between $45,000 to $55,000 dependent upon experience. Benefits package includes Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.

• Support the office with variety of functions and tasks such as calendar management, travel management, scanning, business planning sessions, lunches, team outings and other administrative functions
• Interfaces with clients to coordinate meetings, mailings, sending birthday gifts and other communications
• Help with client service requests, as needed.
• Answer incoming calls and disperse them and any messages appropriately
• Maintain adequate office supplies and professional appearance of the office areas
• Update CRM systems as needed
• Assist with event planning and marketing efforts, as needed.
• Checking the mail
• Assist with paying office expenses
• Greet clients and guests who come to the office
• Engage in teamwork and teambuilding workshops/conferences throughout the year.
• Understand and support PDW’s vision and mission
• Other responsibilities as assigned by the Operations Manager

• Is fulfilled by administrative and customer service work.
• Strong phone skills
• 2+ years of administrative assistant or other relevant job experience required
• Strong attention to detail
• 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
• Exceptional customer service skills
• Willingness to learn new things and take on new tasks.
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products, services, and Thrivent Financial

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

• Must be able to work with all roles of Purpose Driven Wealth
• 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 Purpose Driven Wealth 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.