Financial Operations Specialist

3 weeks ago


Cranford, New Jersey, United States Thrivent Financial Full time
About Thrivent Financial

Thrivent Financial is an independent financial services practice dedicated to helping clients achieve their financial goals. Our team is committed to providing exceptional customer service and support.

Job Overview

This role supports the daily operations of Crane Financial Group, including providing licensed support, responding to client service requests, and maintaining administrative tasks. The ideal candidate will have strong technical computer skills, knowledge of business tools, and excellent communication and interpersonal skills.

Responsibilities
  • Provides support to financial advisors and maintains accurate records
  • Responsible for handling client inquiries and resolving issues in a timely manner
  • Assists with the preparation of correspondence, reports, and special projects
  • Collaborates with colleagues to achieve business objectives
Requirements
  • Previous experience in administration or secretarial roles preferred
  • Must be securities registered (series 7 & 66 or 6 & 63) and insurance licensed/appointed
  • Strong technical computer skills and knowledge of business tools required


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