Client Service Administrator

Thrivent Financial; San Antonio (TX); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

PTO

Medical benefits

Simple IRA 3% match

Job summary

Thrivent Financial's Heart of Texas Associates is seeking a friendly Administrative Support Specialist to maintain day-to-day office operations, answer phones, greet members, and support client relations.

The role sits in-office in San Antonio, with PTO, medical benefits, and a Simple IRA with 3% match; compensation is $18-21/hr plus growth opportunities within a supportive team.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer aptitude and knowledge of business tools (Word/Excel/PowerPoint).
• Ability to manage multiple tasks and maintain high quality amid interruptions.
• Ability to handle confidential information with integrity.

Responsibilities

• Handles incoming telephone calls and responds to information requests.
• Drive client/member facing activity by scheduling meetings with Advisors.
• Performs routine administrative duties such as supplies and mail.
• Prepares routine correspondence, reports, and projects of a routine nature.
• Supports programs and updates the contact management system.
• Assist Advisors in meeting preparation and follow up.
• Provides back-up support for non-licensed tasks as needed.
• Completes other miscellaneous tasks as assigned.

Skills

Administrative experience

Microsoft Word

Excel

PowerPoint

Tools

Salesforce

Job description

Summary

This position provides administrative support to Heart of Texas Associates. 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 Heart of Texas Associates. This is a full-time position and will sit in office. Compensation is between $18-21/hr. Benefits include PTO, medical, and a simple IRA with 3% match.

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Heart of Texas Associates and responds to requests for information
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• 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
• 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, Salesforce) 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 Heart of Texas Associates, 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 Heart of Texas Associates
• 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 Heart of Texas Associates' 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. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.