Thrivent

Planning Operations Coordinator

Thrivent

full-time

Posted on:

Location Type: Hybrid

Location: New Brighton • Minnesota • United States

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Salary

💰 $65,000 - $75,000 per year

About the role

  • Oversee workflow s and coordinate job responsibilities of dedicated planning department team members
  • Collaborate with team members on client cases
  • Enter client information into various systems
  • Prepare and update financial plans and presentation material for client meetings
  • Enter information into financial planning software and prepare draft financial plans
  • Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
  • Research and respond to client inquiries
  • Finalize, submit , and track all client account and application paperwork
  • Gather and maintain customer suitability information
  • Research and analyze investment and portfolio allocations
  • Assist in generating performance reports
  • Maintain information in CRM (Salesforce) system
  • Fill out necessary forms for opening and maintaining accounts
  • Handle request s for transfers of funds in and out of accounts
  • Identify and offer recommendations on how to optimize workflows
  • Other responsibilities as assigned

Requirements

  • Previous administrative/secretarial experience desired
  • 3+ years industry experience required
  • Certified Financial Planner or Chartered Financial Analyst designation required
  • Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required
  • Bachelor’s degree in Financial Planning, Finance, Accounting or Economics preferred
  • Extremely strong organizational skills
  • Strong communication and interpersonal skills
  • Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) 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.
Benefits
  • Life
  • Long Term Disability
  • Paid Leave
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planninginvestment analysisportfolio allocationperformance reportingclient account managementworkflow optimizationdata entrycustomer suitability assessment
Soft Skills
organizational skillscommunication skillsinterpersonal skillsmultitaskingintegrity
Certifications
Certified Financial PlannerChartered Financial AnalystSecurities registration (6/63, 7/66, 7/63 & 65)Life, Health, and Annuity registration