Key Facts

Remote From:

Part time

English

Hard Skills

Taking Meeting Minutes Salesforce Calendar Management Customer Data Management Client Services Project Coordination Insurance Follow-Up Pricing Objectives Client Services

Other Skills

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Technical Acumen
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Microsoft Excel
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Microsoft PowerPoint
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Microsoft Word
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Communication
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Planning
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Adaptability
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Multitasking
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Time Management
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Teamwork
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Personal Integrity
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Detail Oriented
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Social Skills
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Relationship Management

Roles & Responsibilities

Securities or insurance industry 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
Basic understanding of our products, services, and Thrivent Financial

Requirements:

Prepare correspondence, reports, and coordinate special projects; oversee projects and processing functions as needed
Drive client-facing activity by scheduling meetings with clients and updating Salesforce with client contact and preference information
Attend client meetings and take notes to ensure follow-up tasks, meeting notes, and next steps are properly documented and actioned; assist Lead Advisors with preparation and follow-up
Set up and retrieve reports in the portfolio management system and fill out necessary forms for opening or maintaining accounts; complete applications to the point of signature for advisors to finalize and approve

Thrivent

Financial Services

About Thrivent

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive. With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.  As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond. For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

Company type: XLarge

Industry: Financial Services

Founded: 2018

Company size: 5001 - 10000

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Job description

Summary

Kensington Valley Associates is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Kensington Valley Associates helps 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 nation's largest fraternal benefit society, we're 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 Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Kensington Valley Associates.

This position is 14-20 hours a week. Must be located in the Eastern Time Zone to be considered for this position. Compensation is $18-20/hr based upon experience.

Job Description

Position Roles/Responsibilities/Accountabilities

Prepare correspondence, reports, and coordinate special projects

Oversee projects, administration of various programs, and processing functions as needed

Drive client facing activity in the practice by scheduling meetings with clients

Update Salesforce with client contact and preference information

Assist Lead Advisors with preparation and follow up for client meetings

Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on

Research products, product pricing and contacting carriers for information

Answer basic questions for clients

Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve

Set up and retrieve reports in the portfolio management system

Other responsibilities as assigned by the Lead Advisor

Position Qualifications

Securities or insurance industry 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

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 Kensington Valley Associates practice

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 Kensington Valley Associates' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In 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 firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.