Client Service Administrator

About the Role

The Client Service Administrator (CSA) supports daily operations of the practice, responding to client service requests, completing post‑meeting work, maintaining client information, and handling other administrative tasks as assigned. The CSA reports to the Director of Operations and is employed by George Bailey Group, LLC/Trailhead Financial Group.

Responsibilities

• Meet and greet clients upon arrival to the office.
• Handle incoming telephone calls to Trailhead Financial Group and respond to requests for information.
• Perform routine administrative duties such as maintaining office supplies and processing mail.
• Prepare or coordinate the preparation of routine correspondence, reports, and special projects.
• Support projects, administration of various programs, and processing functions as needed.
• Drive client/member‑facing activity by scheduling meetings with clients/members on behalf of Financial Advisors.
• Maintain an updated contact management system with client/member contact and preference information.
• Assist Financial Advisors in the preparation and follow‑up for client/member meetings.
• Provide back‑up support on tasks that do not require licensing or registration for other staff members, 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) or ability to learn.
• Ability to handle multiple tasks and maintain high‑quality work while experiencing frequent interruptions.
• Ability to maintain the integrity of sensitive/confidential information.
• Basic understanding of the company’s products and services, and Thrivent Financial.
• Competencies: Planning/Organizing, Customer Focus, Communication, Interpersonal Skills, Teamwork and Collaboration, Adaptability/Flexibility, AI Familiarity.
• External/Internal Dependencies:
  • Must be able to work with all roles of Trailhead 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.

As part of Trailhead Financial Group’s hiring process, candidates will undergo a background verification and fingerprinting for FBI review. All persons with access to Wealthscape are considered Access Persons and must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at a designated firm.

Benefits

• 2 weeks of paid time off (PTO).
• No medical benefits provided at this time.

Pay

Compensation ranges between $18–23 per hour.

Schedule

Monday – Friday, 8:45 a.m. to 5:15 p.m., in‑office.