Client Service Administrator

Overview

Summary Thrivent is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. As a Fortune 500 company and the nation's largest fraternal benefit society, we're here solely to help others achieve multiple financial goals. Thrivent has independent financial services practices across the nation, one being Apex Financial Group. This part-time role is 20-25 hours a week and must reside in the Fox Valley area;

work can be done in person or remotely.

• 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 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
• Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Complete other miscellaneous tasks as assigned
• Maintain advisor calendars and model weeks

• Good communication
• Good understanding of Microsoft programs (e.g., Word, Excel, SharePoint, One Drive)
• 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

$17/hr

• 401(k) with a 3% employer non-elective contribution
• Flexibility
• Potential Bonuses
• Paid holidays
• Paid time off
• Parental leave
• Paid licensing

As part of Apex Financial Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.