Job Description

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.

* Salary $40k - $55k depending on experience
* PTO and paid holidays
* Employer matching

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 willing 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 the 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 – it’s 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