Client Service Administrator

Thrivent•Vancouver, WA

4d•$20 - $30

About The Position

This position provides administrative support to Dane Schultz-Andersen. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Dane Schultz-Andersen. This position is 32 hours a week, compensating $20-30/hr based upon experience. Sick pay and Holiday pay provided. Must be willing to become licensed in the first 6 months (FINRA SIE/7/66 and WA L&H)

Requirements

Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services, and Thrivent Financial
Must be willing to become licensed in the first 6 months (FINRA SIE/7/66 and WA L&H)

Nice To Haves

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

Responsibilities

Handles incoming telephone calls and responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Tracks practice expenses and oversees the practice bill paying
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Participates in the business planning process
Completes other miscellaneous tasks as assigned