Operations Coordinator

Organization/Business Overview:

Lakefront Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve their financial goals. Lakefront Grouphelps 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 assist 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 Director of Operations is responsible for the function and performance of operations. Position will typically be responsible for establishing or contributing ideas for department processes, procedures, and protocols. The Director of Operations reports to and is employed by the Lead Advisor, Peter Kapler.

Position Roles/Responsibilities/Accountabilities

· Support Financial Advisors in preparation and follow up of client meetings

· Document client meetings, with a strong emphasis on attention to detail and accuracy

· Maintain physical and electronic files

· Promote the firm’s mission, culture and core values through day-to-day leadership and management

· Oversee core initiatives that help the firm enhance profitability and achieve business objectives

· Develop, execute, and oversee workflow, processes, and Standard Operating Procedures for practice

· Assist with strategy, development, and implementation of projects

· Serve as a strong culture advocate within the team by organizing and scheduling team activities

· Assist with marketing efforts for the practice to increase brand awareness and drive new business

· Work to maintain the production, scheduling, posting, and reporting of all marketing content and campaigns

· Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed

· Organize and maintain printed marketing materials for mailings, distribution and version control

· Communicate effectively with other members of the team to accomplish tasks, projects, and serve clients

· Other responsibilities as assigned by the Lead Advisor

Position Qualifications

· Minimum 5 years of experience in an operations role

· Strong interpersonal skills

· Knowledge of financial products used by the firm

· Thorough understanding of the technology used by the firm and how it applies to clients

· Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)

· Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

· Ability to maintain integrity of sensitive/confidential information

Competencies

· Planning/Organizing

· Analytical

· Client Focus

· Communication

· Interpersonal Skills

· Teamwork and Collaboration

· Adaptability/Flexibility

External/Internal Dependencies

· Must be able to work with all team members of the Lakefront Group

· Must be able to represent the organization when working with external clients

· Must be able to cultivate and maintain relationships with outside organizations

Job Type: Full-time

Pay: $17.00 - $22.00 per hour

Expected hours: 32 per week

Benefits:

• Flexible schedule
• Retirement plan

Schedule:

• 8 hour shift

Ability to Commute:

• West Bend, WI 53090 (Required)

Ability to Relocate:

• West Bend, WI 53090: Relocate before starting work (Required)

Work Location: In person

Salary : $17 - $22