Client Service Administrator

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.

In 2008, a group of financial advisors in Manitowoc, WI, formed Thrivent's West Shore Team. It was renamed Apex Financial Group in 2019 when five Financial Advisors came together with a vision to better serve clients and the community by utilizing each other's God-given talents. Our practice continues to grow, and we now have multiple branches in several cities with a well-rounded team of individuals ready to assist our members navigate their financial future.

At Apex Financial Group, we have our own operations team, including Member Care Team, Wealth Management Team, Marketing and Events Team, and Business Support Team.

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.

Job Description

This position provides member care support at Apex Financial Group. The following duties are as follows but not limited to:

• 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

Qualifications

• Good communication

• Good understanding of Microsoft programs (e.g., Microsoft 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

Compensation:

$17/hr

Benefits

• 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.