Thrivent Financial | Client Services Administrator | ...

Summary Crane Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Crane Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Position summary: The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Crane Financial Group. This role will be 20-30 hours a week working day shift hours. There is an immediate growth track to obtain the NJ Life and Health Insurance license as well as the Securities Industry licensing (SIE, 7, 66). Compensation starts between $22-23/hr dependent upon experience. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls to Crane Financial Group and responds to requests for information Prepare correspondence, reports, and coordinate special projects Oversee projects, administration of various programs, and processing functions as needed Drive client facing activity in the practice by scheduling meetings with clients Update Salesforce with client contact and preference information Assist Lead Advisors with preparation and follow up for client meetings Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on Research products, product pricing and contacting carriers for information Answer basic questions for clients Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve Set up and retrieve reports in the portfolio management system Other responsibilities as assigned by the Lead Advisor Position Qualifications Securities, finance, or insurance industry experience preferred 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/confidential information Basic understanding of our products, services, and Thrivent Financial Competencies Planning/Organizing Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the Crane Financial Group Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations Compliance and Regulatory As part of Crane 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. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today"”and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.

Created: 2024-11-27