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Assistant Director of Administration - COR Financial

    • Ann Arbor, Michigan
  • Financial Advisor
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Description

Organization/Business Overview:
COR Financial Group, an established financial services practice for Thrivent in Ann Arbor, Michigan is looking for a full-time Assistant Director of Administration.

Are you a self-motivated individual with a service-oriented mindset? If so, we would be excited to discuss how COR Financial Group nurtures those with a heart for service and a passion for helping others. This is an incredible opportunity for the right person to grow professionally and financially and become a vital member of the team. If you are a self-starter, hardworking, passionate individual, we want to speak to you.

Although we prefer a fully licensed individual with prior financial services industry experience, we will consider sponsoring licensing for an exceptional person.

Position Summary:
Our well-established, high-performing team is looking for an Assistant Director of Administration to work alongside our existing team to help with client onboarding, data entry, meeting preparation, client applications, and administrative tasks. If you would like to work with a team that values our deep customer relationships and proactive concierge customer service, then this role is a great fit for you.

Organization/Business :  COR Financial 
Position Title :  Assistant Director of Administration
Reports to Title : David Granner – Wealth Advisor | Molly Berner – Associate 
Positions that Report to this Position (if applicable) :  None
Location of Position :  Ann Arbor, MI
Role: Full-Time
Salary: $65,000 + Bonus, contingent on passing licensing exams

Position Roles/Responsibilities/Accountabilities

  • Work alongside Director of Administration to proactively manage practice
  • Interface with Thrivent Home Office to obtain information and negotiate solutions to client needs
  • Maintain and update client contact information
  • Monitor and support licensing and continuing education requirements for all team members
  • Research and respond to client inquiries regarding Life/Health/Annuities
  • Guide clients through understanding and interpreting their financial statements
  • Accept and/or enter trade orders from clients, including unsolicited trade orders
  • Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
  • Gather and maintain client financial and/or suitability information
  • Prepare and update financial plans and presentation material for client meetings
  • Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
  • Additional responsibilities may be assigned in accordance with business needs

Position Qualifications:

  • Bachelor’s degree required; business focus preferred
  • Securities registration (SIE/7/66), Life, Health, and Annuities registration required (If not currently licensed, candidate will be compensated to obtain licensure before officially starting in role)
  • Demonstrated customer service orientation/experience, 2+ years preferred
  • Extremely strong organizational skills
  • Strong communication and interpersonal skills
  • Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information

This position provides:

  • 401k available after 6 months
  • Paid Time Off

As part of COR Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to  human.resources@thrivent.com  or call 800-847-4836 and request Human Resources.

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Assistant Director of Administration - COR Financial

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We believe that humanity thrives when people make the most of all they've been given, which includes our history, heritage, individual and collective experiences. Take a moment to pause with us, reflect on where Thrivent is at in our DEI journey and look forward to the future in anticipation of great things to come.

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