Strategic Executive Assistant — Client Services (Finance)

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

Benefits offered by this job

Comp time

Paid time off

Holiday pay

Retirement contribution

Disability policy

FINRA SIE/7/66 licensing

Job summary

Thrivent Financial is seeking an Executive Assistant/Client Service Administrator to provide high-level administrative and client service support to the Lead Advisor in the Sioux Falls area. This in-office role handles scheduling, documentation, and workflow coordination while ensuring regulatory compliance.

Compensation ranges from $52,000 to $54,000 annually. The position offers benefits including time off, retirement contributions, and licensing support.

Qualifications

• 2+ years of administrative assistant or equivalent experience.
• Experience in financial services preferred.
• Proficient with MS Word, Excel, and PowerPoint.
• Able to learn new business tools quickly.

Responsibilities

• Maintain organized client records and documentation aligned with policies.
• Support advisors with financial planning prep, analysis, and materials.
• Develop proficiency in listed business tools (CRM, planning software, DocuSign).
• Prepare and track client service requests and account paperwork.
• Document client meeting notes in Salesforce and maintain follow-ups.
• Coordinate client communications, scheduling, and tax return/document requests.
• Support advisor efficiency and a professional client experience.

Skills

Administrative support

Communication

Regulatory awareness

Financial services knowledge

Microsoft Office proficiency

Tools

Salesforce CRM

Morningstar

MoneyGuidePro

What-If Tax

DocuSign

Job description

Thrivent Financial is seeking an Executive Assistant/Client Service Administrator to provide high-level administrative and client service support to the Lead Advisor in the Sioux Falls area. This in-office role handles scheduling, documentation, and workflow coordination while ensuring regulatory compliance.

Compensation ranges from $52,000 to $54,000 annually. The position offers benefits including time off, retirement contributions, and licensing support.