What are the responsibilities and job description for the Securities Client Service Administrator - Maar Financial Group position at Thrivent Financial?
Organization / Business Overview :
Maar Financial Group is an independent financial services practice of Thrivent Financial. At Maar Financial Group, we take a broad-based approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nation’s largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2.6 million members.
Position Summary :
Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Securities Client Service Administrator’s main responsibilities will include assisting advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and / or entering securities trade orders from customers; providing fund values and answering securities product-related questions; assisting with the management of investment models; and participating in occasional marketing events that may occur during non-business hours.
Organization / Business : Maar Financial Group
Position Title : Securities Client Service Administrator
Salary Range : Starting at $50,000 based on experience and / or credentials
Location of Position : Valparaiso, Indiana
Role : Full-Time
Compensation :
Compensation will be market and situation-based, corresponding to the candidate’s experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year’s employment, and participation in a 401(k) plan. Option of medical if needed after 30 days.
Position Requirements :
Bachelor’s degree, preferably in a business or finance related field
Must have or be interested in attaining securities registered with Series 7 and 66 within 120 days of employment as well as insurance licensing.
Interested in understanding economic trends, regulations, and other factors affecting client investments
Excellent writing skills
Very detail oriented and organized
Excellent problem solving and communication skills
Ability to flourish in a fast-paced environment
Ability to maintain integrity of sensitive / confidential information
Work well in a team-oriented environment
Demonstrate an ability to develop and cultivate relationships
Accept feedback and constructive criticism well
Pass any applicable pre-employment tests
Be able to demonstrate customer service orientation / experience obtained in any field
Proficient in Microsoft Word, Outlook, and Excel
As part of the Maar Financial Group, verification of a candidate's background will need to be completed as part of the hiring process. Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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 : $50,000
