Thrivent

Client Service Administrator

Thrivent

part-time

Posted on:

Location Type: Hybrid

Location: Appleton • Wisconsin • United States

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Salary

💰 $17 per hour

About the role

  • Provide member care support at Apex Financial Group
  • Update CSM/CRM systems
  • Handle incoming and outgoing telephone calls to Apex Financial Group and respond to requests for information
  • Prepare routine correspondence, reports, and special projects
  • Support projects, administration of various programs, and processing functions as needed
  • Drive client facing activity by scheduling meetings with clients on behalf of Financial Advisors
  • Update the contact management system with client contact and preference information
  • Assist Financial Advisors in preparation and follow up of client meetings
  • Provide back-up support on tasks that do not require licensing or registration for other staff members
  • Complete other miscellaneous tasks as assigned
  • Maintain 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