Advisor Group Coordinator

The Advisor Group Coordinator role will provide operational and organizational support for a Thrivent Advisor Group. The Advisor Group Coordinator is responsible for performing Advisor Group operational tasks such as triaging incoming requests related to members and FAs managing multiple types of data and executing on project plans with excellence and accuracy exercising sound judgment as they work to execute on key strategies and tactics.

The role will play an overall support role for the Advisor Group Support Manager Leader of Group Operations and front-line field leaders by using their knowledge judgment and expertise to resolve issues and questions that do not have clear answers or direction.

Please note we are open to any location across the US for an internal candidate

DUTIES & RESPONSIBILITIES:

• Responsible for managing incoming requests to the Advisor Group providing information and directing to the appropriate stakeholder for decisions as needed. This will often include resolving questions and determining the best approach in situations without a clear way forward such as management of the Advisor Group mailbox processing of FP terminations and addressing questions related to orphan members and financial advisors. Review processes and procedures and use best practices to make recommendations for changes and improvements.
  
  

• Identify solutions and resolve issues with leaders and key stakeholders when the owner or decision maker is not identified and act as a consultant and partner on behalf of the Advisor Group.
  
  
• Supports Advisor Group strategic efforts and programs including:
  • Communications: Preparing and managing Advisor Group level communications (newsletters PowerPoint presentations etc.) that are accurate concise and compelling.
  • Event planning: Providing project coordination and tracking of critical details related to culture building activities such as the Three Pillars events and other Advisor Group leadership events.
    
    
• Responsible for run-the-business tasks for the Advisor Group using sound judgment to complete tasks escalating as necessary. This includes items related to:
  • Finances: Working with Advisor Group leaders and Financial Technicians to ensure expenses are processed as needed
  • Compliance and supervision: Collaborating with Senior Field Risk Manager and others to ensure key data for training files and incentives is tracked and maintained in accordance with enterprise supervision guidelines.
  • Client assignment: Provides end to end coordination of reassignment process for Advisor Group and communicating with centralized assignment team
  • Office management: Support overall office management needs and processes
  • Onboarding new team members: Assist hiring managers with coordination of resources to enable smooth starts for new employees (leaders and staff)
  • Other operational projects processing and programs as needed.
    
    
• Develop and maintain strong trusting business relationships with key stakeholders including other Advisor Group leaders and staff Senior Field Risk Managers financial professionals Centers of Excellence partners and other corporate associates.
  
• Support other projects or processes as a key resource for the Advisor Group Support Manager and Leader of Group Operations as other issues and tasks arise.

QUALIFICATIONS & SKILLS:

Required:

• Bachelors Degree in Business Communications or related areas or equivalency in related acquired training and experience.
• 4 years of experience with project or process management complex multi-tasking activities or similar experience.
• Financial services industry experience is a plus
• Demonstrated project management skills success in managing prioritizing and organizing multiple projects at once
• Excellent communication skills oral written presentation and interpersonal
• Proven ability to think proactively to anticipate needs and prepare accordingly
• Demonstrated sound decision-making skills and service-minded attitude
• Strong execution skills with excellent attention to detail and strong follow through
• Proven ability to maintain the highest ethical and professional standards
• Experience with Microsoft Office Suite; ability to learn other software (Salesforce etc.)
• History of providing high-quality work and gaining trust of colleagues
• Flexibility to work both remotely and in a specific location as required
• Ability to travel as needed (up to 10%)

Preferred:

• 6 years of experience in the financial services industry project or process management or similar experience.
• Excellent business acumen with knowledge of organization and understanding of a variety of business areas.

Pay Transparency

Thrivents long-term growth depends on attracting rewarding and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract reward and retain top talent. The applicable salary or hourly wage range for this full-time role is $26.01 - $35.19 per hour which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including but not limited to location relevant experience skills and knowledge business needs market demand and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including for example annual or long-term incentives); medical dental and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivents plans/policies are subject to change at any time at Thrivents discretion.

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.