Executive Assistant Client Service Administrator

Summary

Our seasoned advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Our Advisors help our clients analyze their current situation develop in-depth financial programs and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based not-for-profit financial services organization with approximately 2.6 million clients. As the nations largest fraternal benefit society were here solely to help others. We help every day through the financial solutions we offer the client activities we support and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
The Executive Assistant/Client Service Administrator provides high-level administrative operational and client service support to the Lead Advisor of a seasoned Financial Advisor and practice in the Sioux Falls area. This role helps drive practice efficiency by managing client communication scheduling documentation financial planning support and workflow coordination while maintaining compliance with company policies and regulatory requirements. The Executive Assistant/Client Service Administrator reports to and is employed by the Financial Advisor.

This position is an in-office position with some travel. Compensation is $ annually. Benefits include: Comp time PTO Holiday pay Retirement contribution annually optional disability policy

Immediate growth track in this position to obtain South Dakota Life and Health Insurance Licensing FINRA SIE/7/66 as well. All costs associated with study materials and exams will be covered by the practice.

Job Description

Responsibilities

• Maintain organized client records documentation forms and operational processes in alignment with company policies regulatory requirements and documentation standards.
• Support advisors with financial planning preparation including Tax Efficiency Checklists Net Worth Statements planning documents analysis client presentation materials and fee-based planning support.
• Develop proficiency in key business and planning tools including Salesforce CRM Morningstar MoneyGuidePro What-If Tax software DocuSign and e-application platforms.
• Prepare process and track client service requests account paperwork applications transfers QCD requests DocuSign documentation and other required forms in accordance with compliance standards.
• Document client meeting notes in Salesforce using approved technology and maintain accurate follow-up records.
• Coordinate client communication and scheduling including incoming calls appointment setting confirmation reminders and requests for tax returns account statements or other documentation.
• Proactively support advisor efficiency office workflow and a seamless professional client experience throughout the planning process.
• Other duties as assigned.

Position Qualifications

• 2 years of administrative assistant or other relevant job experience required
• Financial services banking insurance or wealth management experience preferred
• 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
• Ability to maintain integrity of sensitive/confidential information
• Ability to work in a fast-paced environment
• Basic understanding of our products services and Thrivent Financial

Competencies

• Planning/Organizing
• Client 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

As part of the 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.