What are the responsibilities and job description for the Securities Client Service Administrator - Maar Financial Group position at Thrivent?
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:
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.
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
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.
Salary : $50,000
