• Office Assistant

    Thrivent Financial
    Job Description

    Our office in Livonia, MI is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The team helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

    Job Summary:
    This role serves as a resource to Financial Representatives and client/members through preparing the advisors with all appropriate forms/files to run their meetings, ensuring that all service work and new business is processed quickly and efficiently to the highest degree of accuracy, and pro-actively contacting our members and our partnering financial institutions during the new-business or product-service process.

    We are seeking to fill multiple part-time roles (20-30 hours/week) and are looking for applicants interested in morning, afternoon, and evening hours. We are seeking office coverage between the hours of 9am-8pm (M-Th) and 9am-5pm (Fri).

    Job Description

     

    Position Roles/Responsibilities/Accountabilities

    • Manage calendars and schedules appointments
    • Research inquiries regarding client accounts
    • Track pending applications and transfers for clients
    • Manage application status reports
    • Order office supplies and general office systems maintenance
    • Finalize and submit all client paperwork for account and application changes
    • Update the contact management system with client/member contact and preference information
    • Assist in the preparation and follow up for the client/member meetings
    • Collaborate with financial associate to assist client with product changes
    • Verbal or written communications with prospective or existing customers regarding financial matters
    • Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
    • Lead marketing strategies and event planning, social media coordination, and additional client relations tasks assigned
    • Additional responsibilities may be assigned in accordance with business needs

     

    Click here for more details and to apply.