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.
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).
- 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.