Job Description

Summary

The Liverpool, NY financial services practice for Thrivent, is looking to grow their practice with an Administrative Assistant. Thrivent takes a broad-based approach to helping our members achieve multiple financial goals. Our Financial Advisors help our members analyze their current situation, develop in-depth financial programs and help them implement an integrated financial strategy to be wise with money and live generously.

Position Summary:
You are customer focused, organized, and resourceful. You are able to handle multiple details, follow-through and help the clients feel supported and appreciated. If this sounds like you - we would love to talk with you! This full-time position (40 hours/week) provides overall office support to the practice serving as a resource to the Financial Advisors and client/members.

Job Description

Position Roles/Responsibilities:

* Assist Financial Advisors in the preparation and follow up for the client/member meetings
* You will be the first point of contact for members/clients in-person and on the phone
* You will answer calls, schedule and confirm client appointments
* You will greet clients/members as they arrive for appointments
* Populate and maintain accurate client data in CRM software and other data systems
* Handle and properly document sensitive communications with client/members, and respond in an effective and timely manner to ensure customer satisfaction
* Perform routine administrative duties such as maintaining office supplies, processing mail, scanning and faxing documents
* Assist with social media marketing efforts on a case-by-case basis

Position Qualifications:

* The ideal candidate has excellent communication skills on the phone and in person as you will be communicating with members and prospects
* Series 7 and 66, or 6 and 63 securities licensing preferred or willingness to obtain
* Life and health insurances licenses preferred or willingness to obtain
* Demonstrated customer service orientation/experience, 2+ years preferred
* Ability to work independently, handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
* Strong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), and Salesforce or other CRM preferred
* Ability to maintain integrity of sensitive/confidential information
* Desire to learn more about our products, services, and Thrivent Financial

Traits we Value:

* Exceptional customer support - clients notice and see the difference
* You are self-directed and resourceful
* You are innately organized its who you are
* You embrace systems and processes and have a passion for continual learning
* You have a strong work ethic; prompt, dependable - professional and personal integrity

As part of the recruiting/hiring/contracting process, a verification of your background will be made to complete the process. Fingerprints will be required as part of FINRA registration process and for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.