Client Service Administrator

Thrivent Financial; Chattanooga (TN); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

PTO

Holiday pay

Simple IRA

Job summary

Thrivent Financial is seeking an organized Administrative Assistant in Chattanooga, TN, to support Three Pillars Financial Advisors with daily office operations, client interactions, and meeting logistics.

The role requires friendly, upbeat demeanor, proficient Microsoft Office skills, and the ability to manage multiple tasks while maintaining confidentiality. It is a full-time, on-site position with benefits including PTO, holiday pay, and Simple IRA.

Qualifications

• Administrative/secretarial experience preferred.
• Strong computer skills with Microsoft Office.
• Ability to handle multiple tasks and interruptions while maintaining quality.
• Maintain integrity of sensitive/confidential information.

Responsibilities

• Answer incoming telephone calls and respond to information requests.
• Greet clients and meet with members.
• Handle/distribute postal mail and practice email; order supplies.
• Prepare routine correspondence, reports, and projects.
• Support programs and marketing activities; assist with event planning.
• Update contact management system with client contact and preferences.
• Assist Advisors in meeting preparation and follow-up.
• Provide back-up support on non-licensed tasks; perform miscellaneous duties as assigned.

Skills

Administrative experience

Microsoft Word/Excel/PowerPoint

Multitasking

Confidential information handling

Customer focus

Communication

Interpersonal skills

Teamwork

Adaptability

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

SummaryThis 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: PTO, Holiday pay, Simple IRAJob DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls to and responds to requests for informationMeet and greet clientsPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededEvent planning and marketingDrive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsUpdate the contact management system with client/member contact and preference informationAssist Financial Advisors in the preparation and follow up for the client/member meetingsProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededCompletes other miscellaneous tasks as assignedPosition QualificationsPrevious administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs 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.