Securities Client Service Administrator - Maar Financial Group

Position Summary:

Maar Financial Group is looking for a selfmotivated individual who thrives working not only independently but also with a team. The Securities Client Service Administrators main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and participating in occasional marketing events that may occur during nonbusiness hours.

Compensation:

Compensation will be market and situationbased corresponding to the candidates experience level and credentials. The package will include a competitive salary annual bonus opportunity after one years employment and participation in a 401(k) plan. Option of medical.

Position Requirements:

• Bachelors degree preferably in a business or finance related field
• Must have or be interested in attaining securities registration with SIE Series 7 and Series 66 within 120 days of employment as well as insurance licensing
• Interested in understanding economic trends regulations and other factors affecting client investments
• Excellent writing skills
• Very detail oriented and organized
• Excellent problem solving and communication skills
• Ability to flourish in a fastpaced environment
• Ability to maintain integrity of sensitive/confidential information
• Work well in a teamoriented environment
• Demonstrate an ability to develop and cultivate relationships
• Accept feedback and constructive criticism well
• Pass any applicable preemployment tests
• Be able to demonstrate customer service orientation/experience obtained in any field
• Proficient in Microsoft Word Outlook and Excel

As part of the Maar Financial Group verification of a candidates background will need to be completed as part of the hiring process. Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

As part of Maar Financial Group recruiting/hiring/contracting process a verification of a candidates background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMIs Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.