Office Professional

Organization/Business: Abide Wealth Advisors - Thrivent

Position Title: Office Professional

Supporting: The Financial Advisor Practices of Chad Robinson, Craig Tharp & Alyssa Henneman

Location of Position: Thrivent Office – 4300 S Lakeport St. Suite 104, Sioux City, IA 51106

Organization/Business Overview:

Abide Wealth Advisors – Thrivent, is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. Financial Advisors: Chad Robinson, Craig Tharp & Alyssa Henneman help our members 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 members. 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 member activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:

This position provides administrative support to Abide Wealth Advisors Thrivent Practice (Advisors Chad Robinson, Craig Tharp & Alyssa Henneman). This role is critical to our member experience and requires a friendly, upbeat demeanor. Supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Professional reports to and is employed by Chad Robinson.This position does not offer health benefits.

Position Roles/Responsibilities/Accountabilities

• Providing a warm, friendly, and professional client experience at all interactions with clients
• Handles incoming telephone calls to the Abide Wealth Advisors office and responds to requests for information
• Performs administrative duties such as maintaining office supplies and processing mail
• Prepares and 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 facing activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Advisors
• Update the contact management system with client contact and preference information
• Assist Financial Advisors in the preparation and follow up for client meetings
• Provides back-up support on tasks and overall support of the practice
• Completes other miscellaneous tasks as assigned and overall support of the practice, office and goals to serve our clients

Position Qualifications

• Experience in customer service in a professional setting
• Confident computer aptitude and navigating computer programs and ability to learn
• Ability to handle variety of customer service tasks and maintain a high quality of work
• Ability to maintain integrity of sensitive/confidential information
• Gaining a general understanding of our team, products and services, and Thrivent Financial

Competencies

• Customer Focus
• Communication
• Interpersonal Skills
• Professionalism
• Teamwork and Collaboration
• Adaptability/Flexibility
• Planning/Organizing
• Attention to detail

External/Internal Dependencies

• Must be able to work with all roles of the team, Abide Wealth Advisors 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 Abide Wealth Advisors’ 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.

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Expected hours: No more than 40 per week

Benefits:

• Professional development assistance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Work Location: In person