Client Service Administrator

Summary

This position provides administrative support to Dane Schultz-Andersen. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including answering the phones, meeting/greeting members, handling and distributing postal mail and practice email, ordering supplies, and utilizing Thrivent Financial computer systems and programs in support of client relations.

This position is 32 hours a week, compensating $20-30/hr based upon experience. Sick pay and holiday pay are provided. Must be willing to become licensed in the first six months (FINRA SIE/7/66 and WA L&H).

• Handles incoming telephone calls and responds to requests for information.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature.
• Supports projects, administration of various programs, and processing functions as needed.
• Coordinates client/member-facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors.
• Updates the contact management system with client/member contact and preference information.
• Assists Financial Advisors in the preparation and follow-up for the client/member meetings.
• Tracks practice expenses and oversees the practice bill paying.
• Provides back‑up support on tasks that do not require any type of licensing or registration for other staff members, as needed.
• Participates in the business planning process.
• Completes other miscellaneous tasks as assigned.

• Previous administrative/secretarial experience desired.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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 or confidential information.
• Basic understanding of our products and services, and Thrivent Financial.

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

• Must be able to work with all roles of the team.
• Must be able to represent the organization in work with external clients.
• Must be able to cultivate and maintain relationships with outside organizations.