Client Service Administrator

Thrivent Financial; Vancouver (WA); On-site; USD 27,552 - 41,328; Part time

Benefits offered by this job

Sick pay

Holiday pay

Job summary

Thrivent Financial is seeking a Client Service Administrator in Vancouver, WA. This part-time role (32 hours per week) involves providing administrative support, managing member interactions, and maintaining office operations.

The ideal candidate will have administrative experience, strong technical skills, and the ability to handle multiple tasks effectively. Salary ranges from $20 to $30 per hour based on experience, with sick and holiday pay provided.

Qualifications

• Previous administrative or secretarial experience desired.
• Ability to handle multiple tasks while maintaining quality of work.
• Maintain integrity of sensitive and confidential information.

Responsibilities

• Handle incoming calls and respond to member requests.
• Perform routine administrative duties and office maintenance.
• Support client/member activities and schedule meetings.

Skills

Administrative experience

Technical computer aptitude

Customer focus

Communication skills

Interpersonal skills

Teamwork and collaboration

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

## Client Service AdministratorApplylocations: WA - Vancouvertime type: Part timeposted on: Posted Yesterdayjob requisition id: REQ-47188**Summary**This position provides administrative support to Dane Schultz-Andersen. 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 Dane Schultz-Andersen. This position is 32 hours a week, compensating $20-30/hr based upon experience. Sick pay and Holiday pay provided. Must be willing to become licensed in the first 6 months (FINRA SIE/7/66 and WA L&H)**Job Description****Position Roles/Responsibilities/Accountabilities*** Handles incoming telephone calls 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* 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* Tracks practice expenses and oversees the practice bill paying* Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed* Participates in the business planning process* 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**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 organizationsAs part of Dane Schultz-Andersen'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.*