Summary

As financial professionals, we help clients combine their values and finances in ways that will enable them to reach their retirement goals. Through a full range of products and services, which may include insurance, annuities, and investments, we’ll help clients create a financial program designed exclusively by our clients. We pride ourselves on providing a high level of service. We do this by listening carefully to our clients, by responding in a timely manner to client questions and concerns, and by treating our clients with integrity at all times. We will work diligently to earn our client’s trust and to keep it.

Job Description

JOB DESCRIPTION

This position requires exceptional interpersonal and organizational skills, and detail-oriented work. Key responsibilities include extensive management of client charitable activities and needs, comprehensive administrative support to Todd Financial Associates, and addressing or delegating client requests.

DUTIES AND RESPONSIBILITIES

Manage Todd Financial Associates charitable activitiesOversee clients’ charitable experiences and activitiesAccurate record keepingComplete beginning of the day/ opening tasksClean and maintain office appearance / upkeepMeet and greet clientsAnswer reception and special reservation lineMonitor office voicemailHandle walk-in requests and non-scheduled client requestsSolve basic problems with customer accounts in SalesforcePrefill, submit, send, request, scan, copy, file client documents precisely and promptlyAccurate scheduling and calendar controlAttend and assist with coordinating and scheduling client events, workshops, business events, and fraternal events and meetings including set up and RSVP managementParticipate in business planning projectsParticipate in weekly staff meetingsManage incoming and outgoing mail as neededComprehensive and accurate preparation of client meeting documents as neededAdditional tasks as needed

QUALIFICATIONS

Education:

High School Diploma or Equivalent minimum

Experience:

Previous administrative/secretarial experience preferred

Other:

Demonstrate customer service orientation/experience required while working in a fast-paced office environmentAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationAbility to foster relationships with existing and new clientsBasic understanding of our products, services, and Thrivent

KEY COMPETENCIES

Organized and detail orientedInterpersonal SkillsCommunicationCustomer FocusTeamwork and CollaborationAdaptability / FlexibilityTechnologically savvy – Microsoft 365 suite and Zoom

COMPENSATION / BENEFITS AND DETAILS

Salary Range of $50,000 - $60,000Bonuses availableAnnual salary increase potential based upon annual performance reviewMedical, Dental, and Vision BenefitsEligible for 401(k)/retirement planHours: a typical work week is 8:30am-5pmOccasional evenings and weekends to attend client and fraternal eventsMinimal travel requiredLocation: Allison Park, PA office and Monroeville, PA office as needed

As part of Todd Financial 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.