Growth-Oriented Executive Assistant & Client Services Lead

Thrivent Financial; Sioux Falls (SD); On-site; USD 52,000 - 54,000; Full time

Benefits offered by this job

Comp time

PTO

Holiday pay

Retirement contribution annually

Optional disability policy

Job summary

Thrivent Financial is seeking an Executive Assistant/Client Service Administrator to support the Lead Advisor in Sioux Falls. This in-office role involves client communication, scheduling, documentation, and planning support to enhance practice efficiency while complying with company policies.

Compensation is $52,000–$54,000 annually with benefits. Opportunities exist for growth, including licensing and FINRA study support. Some travel is required.

Qualifications

• 2+ years of administrative assistant or related experience.
• Experience in financial services preferred.
• Ability to maintain confidentiality and handle sensitive information.

Responsibilities

• Maintain organized client records, forms, and processes in line with policies and regulations.
• Support advisors with financial planning prep and client materials.
• Prepare, process, and track client service requests and paperwork including DocuSign.
• Document meeting notes in Salesforce and track follow-ups.
• Coordinate client scheduling and communications, including reminders and document requests.

Skills

Administrative support

Multi-tasking

Communication

Tools

Salesforce CRM

Morningstar

MoneyGuidePro

What-If Tax

DocuSign

Job description

Thrivent Financial is seeking an Executive Assistant/Client Service Administrator to support the Lead Advisor in Sioux Falls. This in-office role involves client communication, scheduling, documentation, and planning support to enhance practice efficiency while complying with company policies.

Compensation is $52,000–$54,000 annually with benefits. Opportunities exist for growth, including licensing and FINRA study support. Some travel is required.