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Office Manager

1 month ago

Loveland, Colorado, United States Thrivent Financial Full time
Job Summary

This position provides licensed administrative support to Via Financial Consultants, serving as a resource to Financial Advisors and client/members in handling, researching, and communicating inquiries regarding their accounts.

Key Responsibilities
  • Handles incoming telephone calls and responds to requests for information
  • Researches inquiries regarding client accounts
  • Provides fund values and answers other securities-related questions
  • Performs routine administrative duties, including maintaining office supplies and processing mail
  • Calendar and email management for Lead Advisors
  • Supports marketing activities, such as social media, holiday cards, and event management
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects
  • Supports projects, administration of various programs, and processing functions as needed
  • Drives client/member-facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
  • Updates the contact management system with client/member contact and preference information
  • Assists Financial Advisors in the preparation and follow-up for client/member meetings
  • Collaborates with financial associates to assist clients with product changes
  • Participates and drives marketing services, including direct-mail, fraternal activities, seminars, and meetings
  • Verbal or written communications with prospective or existing customers regarding financial matters
  • Conducts substantive research or information gathering for securities product recommendations or providing investment advice
  • Obtains customer financial information
  • Accepts and/or enters securities trade orders from customers
  • Explains, discusses, or interprets insurance coverage; analyzes exposures or contracts
  • Indicates to customers that requested coverage is or will be bound or issued
  • Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts
  • Supports questions and transactions with variable insurance and annuities products, if appropriately licensed
Requirements
  • Previous administrative/secretarial experience desired
  • Must be securities registered (series 7 & 66 or 6 & 63)
  • Must be insurance licensed/appointed
  • Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted
  • Must be able to work with all roles of Via Financial Consultants
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations
Competencies
  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

Benefits:
Major Medical, Dental, and Vision
Simple IRA with 3% match
Time off
Dependent Care Flex Spending