We’re hiring! Apeiro Wealth Group is growing! We’re in search of an Office Professional who will work in person at our Oviedo Office Monday-Friday from 8:30am-5:00pm.POSITION SUMMARY: Our Office Professional will be the first point of contact for our clients. A successful Office Professional must be an effective communicator who speaks clearly and is personable and welcoming when greeting our clients. You will assist with the day-to-day operations of the office by answering phone calls, greeting our clients, preparing documents for meetings, and managing the calendars of our Financial Advisors. The Office Professional reports to the Director of Engagement and is employed by Apeiro Wealth GroupDUTIES & RESPONSIBILITIES:• Greet in-person clients, both scheduled and non-scheduled, as first point of contact• Handle incoming telephone calls to Apeiro Wealth Group and respond to requests for information• Manage office voicemail• Maintain calendars for Advisors, adjusting to scheduling needs on a weekly basis• Track and update communication needs• Perform routine administrative duties such as maintaining office supplies and processing mail • Assist in planning and inviting clients to events• Complete and follow up on documents and applications to ensure processing• Schedule meetings on behalf of Advisors• Update CRM with contact and preference information• Assist Financial Advisors in the preparation and follow up for the client/member meetings• Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed• Maintain professional appearance and cleanliness of reception and conference room, including light cleaning and trash removal• Complete other miscellaneous tasks as assignedREQUIRED QUALIFICATIONS:• Excellent communicator with a high level of in-person, phone and written communication skills• Positive outlook regardless of circumstances, workload, external issues• Solution-oriented mindset, able to proactively remedy issues that arise• Ability to work effectively with various personalities and work styles while adapting quickly and efficiently to changing priorities and needs• Strong attention to detail• Self-motivated and inherently accountable to doing excellent work and providing world-class service• Ability to maintain the highest ethical, confidential, and professional standards• Proficient in Microsoft Office Suite, Outlook (experience with CRMs such as Salesforce preferred)ABOUT US:Apeiro Wealth Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. Our Advisors help our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. 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.HOW TO APPLYEmail your resume to ApeiroWealthGroup@thrivent.com with subject Office Professional.
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
Fifteen-Minute Friday is almost here! Zoom with us this Friday, August 7th at 12:15pm Eastern for a quick 15-minute market update. We'll also be announcing our upcoming events! Join here: https://us02web.zoom.us/j/82915439353No products will be sold.
We loved hosting you for Family Fun Day this week! Thank you for your generous school supply donations that will go toward HOPE Helps' Back to School Bash!
Family Fun Day with Thrivent Apeiro Wealth Group!Don't forget to register for Family Fun Day! On Wednesday, July 22nd we'll be at District Eat & Play from 5:30pm-7:30pm collecting school supplies for HOPE Helps while enjoying pizza, bowling, and arcade games! Register here: https://thriventfamily.eventbrite.com/No products will be sold
Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back.Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit.See thrivent.com/social for important disclosures.
Summer Kick-Off ~This Wednesday 05/27 at 5pm, we'll have a table the Boltz Summer Kickoff Event at Round Lake Park in Oviedo! If your kids enjoy basketball, water balloons, ice cream, and a color run obstacle course, register here: https://www.eventbrite.com/e/summer-kick-off-tickets-1987330455891?aff=oddtdtcreator?referenceId=apeiro-wealth-group
