Client Service Administrator

Thrivent • Rogers, AR

6d • Onsite

About The Position

The Client Service Administrator provides administrative support to Matthew Taylor and supports the practice’s daily operations and member experience. The role includes answering phones, welcoming members, handling and distributing postal mail and practice email, ordering supplies, using Thrivent Financial computer systems and programs to support client relations, and completing other administrative tasks as assigned. The position is full-time and in office, is employed by and reports to Matthew Taylor, and pays $22 per hour. Holiday pay and PTO are provided.

The role assists Financial Advisors with client/member meeting preparation and follow-up, schedules meetings, maintains contact and preference information in the contact management system, and provides backup support for tasks that do not require licensing or registration. Candidates will undergo a background verification; fingerprints will be submitted to the Federal Bureau of Investigation for review against nationwide fingerprint records. People with access to Wealthscape are considered Access Persons and must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at one of TIMI’s designated firms.

Requirements

• Previous administrative or secretarial experience is desired.
• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn.
• Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.
• Basic understanding of Thrivent Financial’s products and services.
• Planning and organizing skills.
• Customer focus.
• Communication and interpersonal skills.
• Teamwork and collaboration.
• Adaptability and flexibility.
• Ability to work with all roles on the team, represent the organization to external clients, and cultivate and maintain relationships with outside organizations.
• Successful completion of a background verification and fingerprint submission for FBI review as part of the hiring process.
• Compliance with the firm’s Code of Ethics, including maintaining outside brokerage accounts at one of TIMI’s designated firms, for those with access to Wealthscape.

Responsibilities

• Assist Financial Advisors with preparation and follow-up for client/member meetings.
• Handle incoming telephone calls and respond to requests for information.
• Perform routine administrative duties, including maintaining office supplies and processing mail.
• Prepare or coordinate routine correspondence, reports, and special projects.
• Support projects, program administration, and processing functions as needed.
• Schedule client/member meetings on behalf of the practice’s Financial Advisors.
• Update the contact management system with client/member contact and preference information.
• Provide backup support to other staff members on tasks that do not require licensing or registration.
• Complete other miscellaneous tasks as assigned.
• Support daily practice operations, including greeting members and handling practice email.

Benefits

• Holiday pay
• Paid time off (PTO)

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed