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Administrative Assistant

Thrivent · Cleveland, WI · $18.00–$20.00 an hour · Part time

Posted Sep 4, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

This role provides administrative support to one experienced advisor in Cleveland, Wisconsin. What support work have you done for a single person?

What they are checking: Whether they have supported one person closely, because working for a single advisor means learning their preferences and anticipating needs.

You'd schedule meetings with clients on the advisor's behalf. How do you approach a call where you are asking someone to come in?

What they are checking: The outbound scheduling duty, which is harder than it reads

How do you work with an advisor who has been doing things their own way for years?

What they are checking: Whether they can adapt to an advisor's established ways of working, because fitting into an existing practice matters more than changing it early on.

The posting names growth opportunity. What would you want this to lead to?

What they are checking: Whether they have a real reason for wanting this part-time role and its growth path, because clear motivation predicts whether someone will stay.

What would you do

The posting says the role is critical to the member experience and asks for a friendly, upbeat manner. What does a good first phone call sound like to you?

What they are checking: Whether they can describe a warm, competent first phone call, because the posting says this role shapes how members experience the whole practice.

Someone calls with a financial question you cannot answer. What do you do?

What they are checking: Whether they know to route financial questions to the advisor rather than answer, because giving advice without a license creates real compliance risk.

You'd handle supplies, mail and routine administration alongside project support. How do you decide what to do first in a short week?

What they are checking: Whether they can prioritize well within fifteen hours a week, because a short schedule leaves little room for tasks done in the wrong order.

You'd handle client information daily. Where is the line on what you can discuss and with whom?

What they are checking: Whether they understand strict confidentiality around client information, because financial details are highly sensitive and mishandling them breaks trust and rules.

The posting states fifteen hours a week with a flexible schedule during standard business hours, at $18 to $20 an hour depending on experience, based in Cleveland, Wisconsin. Does all of that work for you?

What they are checking: Whether the stated hours, pay and Cleveland, Wisconsin location truly work for them, because mismatched expectations on basic terms lead to early turnover.

About the work

You'd prepare routine correspondence and reports. How do you make sure a document going to a client is right?

What they are checking: Whether they check client documents carefully before sending, because errors in client-facing material reflect on the advisor and can confuse clients.

Practice this interview out loud.

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The full job description

As published by Thrivent.

Summary This position provides administrative support to a seasoned advisor. 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 Sherri Halverson. Perks of the position: - 15-20 hours a week - Flexible schedule (during standard business hours) - Growth opportunity - Compensation Ranges between $18-20/hr dependent upon experience - Officing out of Cleveland, WI Job Description 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, presentations, and special projects. • Maintains electronic filing systems and ensures client, practice, and operational records are accurately organized and up to date. • Assists with the development, documentation, and maintenance of standard operating procedures (SOPs) and office processes to support operational consistency and efficiency. • Supports projects, administration of various programs, and processing functions as needed. • Assists with the coordination and execution of marketing initiatives, client appreciation events, seminars, workshops, and other practice events. • Drives client/member-facing activity in the practice by scheduling meetings with clients/members on behalf of the Financial Advisors. • Updates the contact management system with client/member contact and preference information. • Assists Financial Advisors with pre-meeting preparation, including gathering client information, preparing materials, organizing agendas, and ensuring documentation is ready for appointments. • Provides support for client/member meetings, including follow-up activities and tracking action items as needed. • 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 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 practice • 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 Sherri Halverson'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. 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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