What are the responsibilities and job description for the Licensed Client Service Administrator position at Thrivent?
Summary
Ryan VanDeLoo, CFP®, is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. We help 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're 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:
This position provides licensed administrative/insurance/investment support to Ryan VanDeLoo, CFP® of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations, case and proposal preparation, supporting securities and insurance related tasks and other administrative tasks as assigned. The Licensed Office Professional reports to and is employed by Ryan VanDeLoo, CFP® of Thrivent Financial.
This position will be out of Oak Creek, WI. This position is full time. Compensation for this position is commensurate with education and experience. Range $25-$30 per hour. Opportunities for growth available.
Benefits: Paid vacation, retirement plan contributions, and an annual stipend for health insurance provided.
Job Description
Position Roles/Responsibilities/Accountabilities
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.
Ryan VanDeLoo, CFP®, is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. We help 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're 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:
This position provides licensed administrative/insurance/investment support to Ryan VanDeLoo, CFP® of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations, case and proposal preparation, supporting securities and insurance related tasks and other administrative tasks as assigned. The Licensed Office Professional reports to and is employed by Ryan VanDeLoo, CFP® of Thrivent Financial.
This position will be out of Oak Creek, WI. This position is full time. Compensation for this position is commensurate with education and experience. Range $25-$30 per hour. Opportunities for growth available.
Benefits: Paid vacation, retirement plan contributions, and an annual stipend for health insurance provided.
Job Description
Position Roles/Responsibilities/Accountabilities
- Verbal or written communications with prospective or existing customers regarding financial matters to ensure a high level of customer satisfaction
- Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from clients and/or Financial Advisor
- Explain, discuss, or interpret insurance coverage
- Assist Financial Advisor in the preparation and follow up for the client meetings
- Collaborate with Financial Advisor to assist client with product changes
- Prepare applications needed to implement recommendations
- Document all client interactions in Salesforce profile
- Additional responsibilities may be assigned in accordance with licensure and business needs
- Previous administrative experience desired
- Must hold Series 7/66 licensing
- Must hold WI Life and Health insurance licensing or complete within 3 months of hire
- Demonstrated customer service orientation/experience, 2 years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, Outlook, Salesforce, and DocuSign) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products, services, and Thrivent Financial
- Client Focus
- Excellent communication skills, verbal and written
- Ability to work independently, prioritize tasks, and self-direct to meet deadlines
- Planning/Organizing
- Analytical Thinker
- Detail-oriented
- Teamwork and Collaboration
- Adaptability/Flexibility
- Experience with note taking and archiving preferred
- Desire to build relationships and help others
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships within the organization
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.
Salary : $25 - $30
