This job has expired, please see additional jobs below
Office Professional
Thrivent Financial
Waupun, WI, United States
Job Details - this job has expired, please see similar jobs below
Summary
Jonathan Leonard, an established Financial Advisor with Thrivent Financial, is looking to grow and expand his team with a 25-30 hour per week Office Professional in his Waupun, WI location. Jonathan takes a customized approach to helping his members achieve multiple financial goals. See the difference, as Jonathan helps his members analyze their current situation, develop in-depth financial programs, and implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As the nation's largest fraternal benefit society, we're here 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.
Position Summary
Some of the main responsibilities include: overall calendar management – scheduling and confirming of client appointments, preparing for client meetings, transactional service work, event and workshop coordination. All tasks will focus on the client experience and high customer satisfaction. The ideal candidate will be extremely organized, have an eye for detail, resourceful, and possess exceptional communication skills. The Office Professional is employed by Jonathan Leonard. Medical Benefits are not provided by Thrivent Financial.
Position Responsibilities/Qualifications
• Demonstrated 3+ yrs office experience desired.
• Must have strong computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), data-base Salesforce (or similar, desired).
• You will help support the marketing/event and event planning for the team, which includes: assist in creating and supporting a marketing strategy, planning workshops and events, logistical details (vendors, locations, food, invites, RSVP tracking and management).
• Transactional service work to keep the day-to-day client activity and operations of the practice moving forward
◦ Consistently and accurately document sensitive and confidential communications
• Social Media: help to create a greater presence for Jonathan Leonard on Facebook, LinkedIn, etc.
• Growth and development for a candidate who is looking for a long-term career.
• Understanding of our products and services and Thrivent Financial.
Traits we Value
• You have a strong work ethic; prompt, dependable – you show professional and personal integrity
• You embrace and incorporate exemplary customer service to the client
• You are aligned by Thrivent’s unique mission
• You desire a long-term career filled with excellence and job satisfaction
As part of the recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints are required as part of the FINRA registration process and for submission to the Federal Bureau of Investigation for review.