Client Services Coordinator for Wealth Advisory

Thrivent Financial; Savannah (GA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

3% IRA contribution

PTO

Holiday Pay

Job summary

Hess Wealth Advisors seeks an Administrative Assistant to provide office support for the team. The role handles phones, greets members, manages mail, and supports client relations using Thrivent Financial systems. Strong organizational skills and discretion are essential.

You will assist advisors with meeting prep, scheduling, data entry, and back‑up tasks. Monday–Friday in-office position in Savannah, GA, with benefits including PTO and holidays.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude with business tools.
• Ability to multi-task with interruptions while delivering quality work.
• Confidential information handling and integrity.
• Good understanding of Hess Wealth Advisors, Thrivent Financial products and services.

Responsibilities

• Handles incoming telephone calls and responds to information requests.
• Maintains office supplies and processes mail.
• Prepares routine correspondence, reports, and projects.
• Supports programs and processing functions as needed.
• Schedules meetings for client/members and drives face-to-face activity.
• Updates contact management system with client/member data.
• Assists advisors with meeting prep and follow-up.
• Back-up support for non-licensed tasks as needed.
• Completes miscellaneous tasks as assigned.

Tools

Microsoft Word

Excel

PowerPoint

Job description

Hess Wealth Advisors seeks an Administrative Assistant to provide office support for the team. The role handles phones, greets members, manages mail, and supports client relations using Thrivent Financial systems. Strong organizational skills and discretion are essential.

You will assist advisors with meeting prep, scheduling, data entry, and back‑up tasks. Monday–Friday in-office position in Savannah, GA, with benefits including PTO and holidays.