Thrivent

Client Service Administrator

Thrivent

part-time

Posted on:

Location Type: Hybrid

Location: Wisconsin • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $17 per hour

About the role

  • Update CSM/CRM systems
  • Handles incoming and outgoing telephone calls to Apex Financial Group and responds to requests for information
  • Prepares routine correspondence, reports, and special projects
  • 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 preparation and follow up of client meetings
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Completes other miscellaneous tasks as assigned
  • Maintains advisor calendars and model weeks

Requirements

  • Good communication
  • Good understanding of Microsoft programs (e.g., Microsoft Word, Excel, SharePoint, OneDrive)
  • Ability to maintain integrity of sensitive/confidential information
  • Problem solving skills
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Works well in a team environment
  • Previous administrative/secretarial experience desired
Benefits
  • 401(k) with a 3% employer non-elective contribution
  • Flexibility
  • Potential Bonuses
  • Paid holidays
  • Paid time off
  • Parental leave
  • Paid licensing
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
communicationproblem solvingteamworkmultitaskingattention to detailadministrative support