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Administrative Assistant

Company: Thrivent Financial
Location: Syracuse
Posted on: January 16, 2022

Job Description:

Summary Job Description SummaryThe Liverpool, NY financial services practice for Thrivent, is looking to grow their practice with an Administrative Assistant. Thrivent takes a broad-based approach to helping our members achieve multiple financial goals. Our Financial Advisors help our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy to be wise with money and live generously.Position Summary:You are customer-focused, organized, and resourceful. You are able to handle multiple details, follow through and help the clients feel supported and appreciated. If this sounds like you - we would love to talk with you! This full-time position (40 hours/week) provides overall office support to the practice serving as a resource to the Financial Advisors and client/members.* Salary $40k - $55k depending on experience* PTO and paid holidays* Employer matching Job Description Position Roles/Responsibilities: + Assist Financial Advisors in the preparation and follow up for the client/member meetings + You will be the first point of contact for members/clients in-person and on the phone + You will answer calls, schedule and confirm client appointments + You will greet clients/members as they arrive for appointments + Populate and maintain accurate client data in CRM software and other data systems + Handle and properly document sensitive communications with client/members, and respond in an effective and timely manner to ensure customer satisfaction + Perform routine administrative duties such as maintaining office supplies, processing mail, scanning and faxing documents + Assist with social media marketing efforts on a case-by-case basis Position Qualifications: + The ideal candidate has excellent communication skills on the phone and in-person as you will be communicating with members and prospects + Series 7 and 66, or 6 and 63 securities licensing preferred or willingness to obtain + Life and health insurances licenses preferred or willing to obtain + Demonstrated customer service orientation/experience, 2+ years preferred + Ability to work independently, handle multiple tasks, and maintain a high quality of work while experiencing frequent interruptions + Strong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), and Salesforce or other CRM preferred + Ability to maintain the integrity of sensitive/confidential information + Desire to learn more about our products, services, and Thrivent Financial Traits we Value: + Exceptional customer support - clients notice and see the difference + You are self-directed and resourceful + You are innately organized - it's who you are + You embrace systems and processes and have a passion for continual learning + You have a strong work ethic; prompt, dependable - professional and personal integrity As part of the recruiting/hiring/contracting process, a verification of your background will be made to complete the process. Fingerprints will be required as part of FINRA registration process and for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.

Keywords: Thrivent Financial, Syracuse , Administrative Assistant, Administration, Clerical , Syracuse, New York

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