Client Service Administrator

Columbus, NE - USA

Yearly Salary: $ 40000 - 55000

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

This position provides administrative support to Cornerstone Financial Advisors. This role is critical to our member experience and requires a friendly upbeat demeanor. The incumbent supports the daily operations of the practice including but not limited to: answering the phones providing client support meeting support to advisors compliance review utilizing Thrivent Financial computer systems and programs in support of client relations and other administrative tasks as assigned. The Client Service Administrator reports to Jonathan Groleau and Hannah Magrum and is employed by Jonathan Groleau.

This position will be an in-office position working Monday through Friday with two week day evening shifts required (No Friday nights) with advanced notice. Compensation is between $40000 to $55000 annually. Benefits include: all market holidays off 10 days PTO 3 sick days and a Simple IRA with a 3% match (IRA available as of January 1).

Job Description

Position Roles/Responsibilities/Accountabilities

Client Support & Data Gathering
- Collect and organize client financial data (income expenses assets liabilities insurance estate documents).
- Input and maintain client information in planning software (Money Guide Pro What if Tax Morningstar and other Thrivent tools) as required by the team.
- Answering phones to assist clients with their needs.
Financial Analysis & Plan Preparation
- Assist in developing financial plans under the advisors guidance.
- Create illustrations and reports to support advisor recommendations.
- Assist clients with payment plans for their financial plan and send invoices as applicable.
Administrative & Compliance Support
- Document client interactions and maintain digital files in an organized way.
- Attend client meetings and taking notes for the advisor. Draft follow-up emails and recommendations after client meetings along with closing meetings in a timely manner based upon advisor guidance.
- Ensure financial plans comply with regulatory and firm requirements.
Operational Assistance
- Support in account openings transfers and investment transactions.
- Coordinate with custodians attorneys or CPAs as needed and assist with scheduling with multiple individuals.
- Monitor implementation and follow-up on outstanding client tasks.
- Complete tasks to keep clients accounts up to date. (I.e. beneficiary updates subaccount changes standing instructions etc)

Position Qualifications

Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint Money Guide Pro What If Tax Morningstar and Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding 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 Cornerstone Financial Advisors team
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 Cornerstone Financial Advisors recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience:

Unclear Seniority

SummaryThis position provides administrative support to Cornerstone Financial Advisors. This role is critical to our member experience and requires a friendly upbeat demeanor. The incumbent supports the daily operations of the practice including but not limited to: answering the phones providing c...

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

Client Support & Data Gathering
- Collect and organize client financial data (income expenses assets liabilities insurance estate documents).
- Input and maintain client information in planning software (Money Guide Pro What if Tax Morningstar and other Thrivent tools) as required by the team.
- Answering phones to assist clients with their needs.
Financial Analysis & Plan Preparation
- Assist in developing financial plans under the advisors guidance.
- Create illustrations and reports to support advisor recommendations.
- Assist clients with payment plans for their financial plan and send invoices as applicable.
Administrative & Compliance Support
- Document client interactions and maintain digital files in an organized way.
- Attend client meetings and taking notes for the advisor. Draft follow-up emails and recommendations after client meetings along with closing meetings in a timely manner based upon advisor guidance.
- Ensure financial plans comply with regulatory and firm requirements.
Operational Assistance
- Support in account openings transfers and investment transactions.
- Coordinate with custodians attorneys or CPAs as needed and assist with scheduling with multiple individuals.
- Monitor implementation and follow-up on outstanding client tasks.
- Complete tasks to keep clients accounts up to date. (I.e. beneficiary updates subaccount changes standing instructions etc)

Position Qualifications

Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint Money Guide Pro What If Tax Morningstar and Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding our products and services and Thrivent Financial

Competencies