Client Service Administrator

Thrivent•Appleton, WI

3d•$17•Hybrid

About The Position

Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As a Fortune 500 company and the nation's largest fraternal benefit society, we're here solely to help others achieve multiple financial goals. Thrivent has independent financial services practices across the nation, one being Apex Financial Group. In 2008, a group of financial advisors in Manitowoc, WI, formed Thrivent’s West Shore Team. It was renamed Apex Financial Group in 2019 when five Financial Advisors came together with a vision to better serve clients and the community by utilizing each other’s God-given talents. Our practice continues to grow, and we now have multiple branches in several cities with a well-rounded team of individuals ready to assist our members navigate their financial future. At Apex Financial Group, we have our own operations team, including Member Care Team, Wealth Management Team, Marketing and Events Team, and Business Support Team. This part-time role is 20-25 hours a week and must reside in the Fox Valley area; work can be done in person or remotely. This position provides member care support at Apex Financial Group.

Requirements

Good communication
Good understanding of Microsoft programs (e.g. Microsoft Word, Excel, SharePoint, OneDrive)
Ability to maintain integrity of sensitive/confidential information
Problem solving skills
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Works well in a team environment

Nice To Haves

Previous administrative/secretarial experience desired

Responsibilities

Update CSM/CRM systems
Handles incoming and outgoing telephone calls to Apex Financial Group and responds to requests for information
Prepares routine correspondence, reports, and special projects
Supports projects, administration of various programs, and processing functions as needed
Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors
Update the contact management system with client contact and preference information
Assist Financial Advisors in preparation and follow up of client meetings
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Completes other miscellaneous tasks as assigned
Maintains advisor calendars and model weeks