Operations Coordinator

SummaryThis position provides administrative support to Flint Hills Group. The Office Operations Specialist ensures the smooth functioning of back-office processes, including paperwork management, compliance, and administrative support. This role is critical for maintaining accurate records and supporting the financial team. The Operations Coordinator reports to and is employed by Flint Hills Group.
This position is part-time (20-25 hours a week), compensation is $20-24/hr dependent upon experience.

Job Description
Position Roles/Responsibilities/AccountabilitiesPaperwork & DocumentationComplete and manage forms via DocuSign and paper processes.
Call clients to help them with document completion.
Track and follow up on pending documents, beneficiary changes, and applications.
Upload completed documents to Salesforce and maintain accurate records.
Administrative & Financial SupportManage QuickBooks, payroll, billing, and tax filings.
Maintain compliance documents.
Reconcile accounts and generate monthly and on-demand reports.
Manage pending business and opportunities.
Office ManagementOrder and stock office supplies, snacks, and meeting materials.
Handle mail, packages, scanning, and shredding of documents.
Compliance & RecordkeepingEnsure proper documentation and adherence to company standards.
Complete required training and maintain compliance certifications.
Marketing Support and CommunicationsDraft and send periodic correspondence to clientele and prospectsPlayground (Headlights and Taillights)Communication/coordination with Client Advisory Board (CAB)Manage email playground communication and distribution.
Position QualificationsStrong interpersonal and communication skillsHighly organized and detail-oriented.
Bachelors degree or associates degree preferred.
Previous administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) and proficiency in Salesforce and Docusign preferredAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Flint Hills Group's 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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today”and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.