Business Development Coordinator

Position Roles/Responsibilities/Accountabilities

• Interact with Financial Advisors and other team members to develop client service model that ensures a smooth and consistent client experience
• Create and manage onboarding process for new clients and touch points for prospects and current clients
• Develop tracking process for contact management system and implement adoption with current team
• Update the contact management system with client/member contact and preference information
• Generate and develop various reports in the client management system
• Establish and update communication templates and language for team materials
• Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous experience in administration preferred
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Experience in a Salesforce or other CRM platforms is a bonus
• Able to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Able to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services, and Thrivent Financial Competencies
• Planning/Organizing, Customer Focus, Communication, Interpersonal Skills, Teamwork and Collaboration, Adaptability/Flexibility

External/Internal Dependencies

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