Summary

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

Position summary:
This position supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and email, ordering supplies, utilizing Thrivent Financial computer systems and programs, and other administrative tasks as assigned. This position is responsible for maintaining effective communication between practice and our clients, coordinating client appointments on calendar, and assisting in completing any follow-up service work. This role is critical to our client experience and requires a friendly, upbeat demeanor.

This position is full time in office. Compensation is between $23-26/hr dependent upon experience. Benefits include PTO and a health care stipend.

Growth track to get South Carolina Life and Health Insurance licensed.

Job Description

Position Roles/Responsibilities/Accountabilities

Administrative

Handles incoming telephone calls and responds to requests for informationDrives activity in the practice by scheduling (service model) client meetingsMonitor procedures, policies, or standards in client service model processResponsible for keeping weekly appointment calendar fullUpdate the contact management system with client contact and preference informationPerforms routine administrative duties such as maintaining office suppliesPrepares or assists in the preparation of routine correspondence to clientsAssist Advisors in the preparation and follow up for the client/member meetings by pulling client files, placing reminder calls, and performing other manual tasks that do not require licensing accessProvides administrative support on tasks that do not require any type of licensing or registrationCreate and promote additional opportunities for the practice to meet with new customer/membersCompletes other miscellaneous tasks as assigned

Position Qualifications

Previous administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of Wayfinder Financial Advisors and the products and services of Thrivent Financial

Competencies

Planning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of Wayfinder Financial AdvisorsMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

As part of Wayfinders Financial Advisors 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.