Client Service Administrator

Thrivent Financial; Rogers (AR); On-site; USD 39,000 - 53,000; Full time

Benefits offered by this job

Holiday pay

PTO

Job summary

Thrivent Financial in Rogers, Arkansas, is seeking a Client Service Administrator to support Financial Advisor Matthew Taylor. This full-time, in-office role requires a friendly demeanor and strong MS Office skills to help with meetings, scheduling, and client communications.

You will handle calls, mail, supplies, and routine documents, update CRM contacts, assist with programs, and provide backup support across the team. A background check/fingerprinting is part of the hiring process.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer skills with MS Office.
• Ability to handle multiple tasks with frequent interruptions.
• Maintain confidentiality of sensitive information.

Responsibilities

• Assist Financial Advisors in preparing and following up for client meetings.
• Handle incoming calls and respond to information requests.
• Maintain office supplies and process mail.
• Prepare routine correspondence, reports, and projects.
• Schedule meetings with clients/members for the Advisors.
• Update the contact management system with client information.
• Provide backup support for other staff as needed.

Skills

Microsoft Word

Excel

PowerPoint

Multitasking

Job description

SummaryThis position provides administrative support to Matthew Taylor. 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 Matthew Taylor.This position is full-time, in office. Compensation is $22/hr.Holiday pay and PTO provided.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesAssist Financial Advisors in the preparation and follow up for the client/member meetingsHandles incoming telephone calls to and responds to requests for informationPerforms 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 neededDrive 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 informationProvides 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 Matthew Taylor'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.