What are the responsibilities and job description for the Customer Service Administrator position at Thrivent?
Summary
This position provides administrative support to Josiah Parker. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Josiah Parker.
The Client Services Administrator position is a part time, 20 hour a week role. Hours will be during standard business hours but are open to exact negotiation on schedule. This position is a 1099 role and no benefits are provided. Compensation is at $20 / hr.
Job Description
Position Roles / Responsibilities / Accountabilities
- Handles incoming telephone calls to and responds to requests for information
- Performs routine administrative duties such as maintaining office supplies and processing mail
- Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
- Supports projects, administration of various programs, and processing functions as needed
- Drive client / member facing activity in the practice by scheduling meetings with client / members on behalf of the practice's Financial Advisors
- Update the contact management system with client / member contact and preference information
- Assist Financial Advisors in the preparation and follow up for the client / member meetings
- Attend client meetings and take notes
- Tracks practice expenses and oversees the practice bill paying
- Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
- Participates in the business planning process
- Completes other miscellaneous tasks as assigned
Position Qualifications
Competencies
External / Internal Dependencies
As part of Josiah Parker'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.
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Salary : $20
