Client Service Administrator

Thrivent; Hendersonville (NC); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

2 weeks PTO

In-office position

Job summary

Trailhead Financial Group is seeking a Client Service Administrator to support daily operations of the practice, respond to client service requests, and manage routine tasks under the direction of the Director of Operations. This in-office role requires strong MS Office skills and the ability to handle multiple priorities with discretion.

Responsibilities include greeting clients, answering calls, preparing correspondence, coordinating meetings, and maintaining client information.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical aptitude with MS Office and ability to learn.
• Ability to multitask and maintain high quality under interruptions.
• Ability to handle sensitive/confidential information.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• Meeting and greeting clients upon arrival to the office
• Handles incoming telephone calls to Trailhead Financial Group 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, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Maintain updated 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

Skills

Administrative experience

MS Office skills

Multitasking

Confidentiality

Product knowledge

Tools

Microsoft Word

Excel

PowerPoint

Job description

Summary

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to the Director of Operations and is employed by George Bailey Group, LLC/Trailhead Financial Group.

Summary

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to the Director of Operations and is employed by George Bailey Group, LLC/Trailhead Financial Group.

Summary

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to the Director of Operations and is employed by George Bailey Group, LLC/Trailhead Financial Group.
This position is Monday - Friday, 8:45 a.m. to 5:15 p.m. Benefits include 2 weeks of PTO. No medical benefits provided at this time. Compensation ranges between $18-23/hr. This is an in-office position.

Job Description

Position Roles/Responsibilities/Accountabilities

• Meeting and greeting clients upon arrival to the office
• Handles incoming telephone calls to Trailhead Financial Group 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, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Maintain updated 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 information
• Basic understanding of our products and services, and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility
• AI Familiarity

External/Internal Dependencies

• Must be able to work with all roles of the Trailhead Financial Group
• 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 Trailhead Financial Group'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.
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.