Client Service Administrator

About the Role

This position provides administrative support to Three Pillars Financial Advisors, playing a critical role in ensuring a positive member experience. The incumbent will support daily operations, including answering phones, greeting members, handling mail and email, ordering supplies, and utilizing Thrivent Financial systems. This is a full-time, in-person position with a standard day shift, offering an annual compensation of $40,000.

Responsibilities

• Handle incoming telephone calls and respond to requests for information
• Meet and greet clients
• Perform routine administrative duties, such as maintaining office supplies and processing mail
li>Prepare or coordinate routine correspondence, reports, and special projects
• Support projects, program administration, and processing functions
• Assist with event planning and marketing
• Schedule client/member meetings on behalf of Financial Advisors
• Update the contact management system with client/member information
• Assist Financial Advisors in preparing for and following up on client/member meetings
• Provide back-up support for non-licensed tasks as needed
• Complete other miscellaneous tasks as assigned

Qualifications

• Previous administrative/secretarial experience desired
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint)
• Ability to handle multiple tasks and maintain quality work despite interruptions
• Ability to maintain confidentiality of sensitive information
• Basic understanding of financial products and services, particularly Thrivent Financial

Skills

• Planning and organizing
• Customer focus
• Communication
• Interpersonal skills
• Teamwork and collaboration
• Adaptability and flexibility

Benefits

• PTO
• Holiday pay
• Simple IRA

As part of the hiring process, a background verification and fingerprint submission to the FBI will be required.