Client Service Administrator

Thrivent; Chattanooga (TN); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

PTO

Holiday pay

Simple IRA

Job summary

Three Pillars Financial Advisors in Chattanooga, TN is seeking a friendly, detail-oriented Administrative Assistant to support daily operations, answer phones, greet members, and assist Thrivent Financial Advisors. This full-time, daytime role requires strong computer skills, the ability to manage multiple tasks, and precise handling of confidential information.

Compensation is $40,000 annually, with benefits including PTO and Simple IRA, and opportunities to contribute to client relations and

Qualifications

• Experience in administrative/secretarial roles.
• Strong computer skills and willingness to learn Thrivent systems.
• Ability to manage multiple tasks with interruptions.

Responsibilities

• Handle incoming calls and respond to information requests.
• Meet and greet clients.
• Maintain office supplies and process mail.
• Prepare routine correspondence and reports.
• Support programs and projects.
• Plan events and marketing.
• Schedule meetings with clients/members.
• Update CRM with client information.
• Assist Advisors with meeting prep and follow-up.
• Provide back-up for non-licensed tasks.
• Complete miscellaneous tasks.

Skills

Administrative support

Customer service

Multitasking

Discretion/confidentiality

Tools

Microsoft Word

Excel

PowerPoint

Email systems

Job description

Summary

This position provides administrative support to Three Pillars Financial 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 Client Service Administrator reports to and is employed by Three Pillars Financial Advisors. This is a full-time, standard day shift, in-person position. Compensation is $40,000 annually.

Benefits

• Benefits: PTO, Holiday pay, Simple IRA

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to and responds to requests for information
• Meet and greet clients
• 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
• Event planning and marketing
• 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
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• 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 informationBasic 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 team
• 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 Three Pillars Financial 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.