Operations Coordinator

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls and responds to requests for information
• Promote the firm’s mission, culture and core values through day-to-day leadership and management
• Drive initiatives that help the firm enhance profitability and achieve business objectives
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects
• Supports projects, administration of various programs, and processing functions as needed
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Update the contact management system with client/member contact and preference information
• Aid 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
• Participate in the business planning process
• Develop and maintain all regulatory files
• Maintain and support licensing and continuing education requirements for all members of the team
• Oversee client account setup
• Complete other miscellaneous tasks as assigned

Position 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 a high quality of work while experiencing frequent interruptions
• 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 team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Benefits

• PTO
• Holiday pay

Pay

$20-22/hr

Schedule

Monday - Thursday 8:30 a.m. to 5 p.m.