Onsite Client Services & Admin Coordinator

Thrivent Financial; Hendersonville (NC); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

2 weeks PTO

Job summary

Thrivent Financial in Hendersonville, NC, seeks a Client Service Administrator to support daily office operations and client service requests. The role is in-office, Monday–Friday, 8:45 a.m. to 5:15 p.m., with 2 weeks PTO and compensation of $18–$23/hour. Reports to the Director of Operations at Trailhead Financial Group.

The CSA will assist Financial Advisors, manage client data, and handle routine tasks while maintaining confidentiality and high-quality work amid interruptions.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer skills with MS Office; ability to learn new tools.
• Ability to manage multiple tasks with interruptions.

Responsibilities

• Greet clients upon arrival to the office.
• Answer and route phone calls and respond to information requests.
• Maintain office supplies and process mail.
• Prepare routine correspondence, reports, and projects.
• Schedule meetings for Financial Advisors.
• Maintain client/contact information in CRM.
• Provide back-up support for non-licensed tasks.
• Assist Advisors with meeting prep and follow-up.
• Complete other tasks as assigned.

Skills

Administrative experience

MS Office proficiency

Multi-tasking

Confidential information handling

Tools

Microsoft Word

Excel

PowerPoint

Job description

Thrivent Financial in Hendersonville, NC, seeks a Client Service Administrator to support daily office operations and client service requests. The role is in-office, Monday–Friday, 8:45 a.m. to 5:15 p.m., with 2 weeks PTO and compensation of $18–$23/hour. Reports to the Director of Operations at Trailhead Financial Group.

The CSA will assist Financial Advisors, manage client data, and handle routine tasks while maintaining confidentiality and high-quality work amid interruptions.