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Office Professional, Part Time
Thrivent Financial
Wayne County, MI, United States
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Summary
Thrivent Financial is a mission-driven, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
Our office in Livonia, MI is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The team helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Job Summary:
This role serves as a resource to Financial Representatives and client/members through preparing the advisors with all appropriate forms/files to run their meetings, ensuring that all service work and new business is processed quickly and efficiently to the highest degree of accuracy, and pro-actively contacting our members and our partnering financial institutions during the new-business or product-service process.
We are seeking to fill multiple part-time roles (20-30 hours/week) and are looking for applicants interested in morning, afternoon, and evening hours. We are seeking office coverage between the hours of 9am-8pm (M-Th) and 9am-5pm (Fri).
Position Roles/Responsibilities/Accountabilities
• Manage calendars and schedules appointments
• Research inquiries regarding client accounts
• Track pending applications and transfers for clients
• Manage application status reports
• Order office supplies and general office systems maintenance
• Finalize and submit all client paperwork for account and application changes
• Update the contact management system with client/member contact and preference information
• Assist in the preparation and follow up for the client/member meetings
• Collaborate with financial associate to assist client with product changes
• Verbal or written communications with prospective or existing customers regarding financial matters
• Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
• Lead marketing strategies and event planning, social media coordination, and additional client relations tasks assigned
• Additional responsibilities may be assigned in accordance with business needs
Position Qualifications:
• Previous administrative support experience desired
• Demonstrated customer service orientation/experience, 2+ years preferred
• Extremely strong organizational skills
• Exceptional customer service skills on the phone and in person.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
• Ability to maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
As part of Thrivent’s recruiting/hiring/contracting processes, a verification of a candidate’s background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.