What are the responsibilities and job description for the Administrative Assistant position at Thrivent Financial?
Summary
Organization / Business Overview :
Focus Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Focus Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we are here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position Summary
The Administrative Assistant position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information and confidentiality, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Focus Financial Group.
Compensation for this position is $20-$24 / hr. dependent upon experience. Benefits include Simple IRA with match, PTO, 7 Major Holidays. This role has an immediate growth track to the Client Services Administrator (Licensed) role with the expectation that incumbent completes training and testing to receive Life and Health and FINRA SIE / 7 / 66 licensing in the first six months.
Job Description
Position Roles / Responsibilities / Accountabilities
Drive client facing activity in the practice by scheduling meetings with clients and prospective clients.
Prepare correspondence, reports, and coordinate special projects
Oversee projects, administration of various programs, and processing functions as needed
Drive client facing activity in the practice by scheduling meetings with clients
Update database management systems with client contact and preference information
Assist advisors and associates with preparation and follow up for client meetings
Attend client meetings and take notes to ensure next steps, follow up tasks and meeting notes are properly documented.
Research products, product pricing and contacting carriers for information
Answer basic questions for clients
Prepare necessary forms via DocuSign, GST or Thrivent Forms System for opening or maintaining accounts, including money movement and complete applications to the point of signature for advisors to finalize and approve
Other responsibilities as assigned by the advisors and associates.
Position Qualifications
Securities or insurance industry experience preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to prioritize multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive / confidential information
Basic understanding of Thrivent Financial, our products and services,
Competencies
Planning / Organizing / Prioritizing
Client and Team Focused
Grammar, Spelling and Communication
Interpersonal / People Skills
Teamwork and Collaboration
Adaptability / Flexibility
Reliability
Confidentiality
External / Internal Dependencies
Must be able to work with all roles of the Focus Financial Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Focus Financial Group’s recruiting / hiring / contracting process, 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.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
Salary : $20 - $24
