Description
Summary
Clarity Financial Planning Group (CFPG) is an independent financial services practice of Thrivent. We are a team practice dedicated to providing holistic financial planning services to clients across the country. We specialize in helping our members gain financial clarity. We value the relationships we build with each of our clients, and we are committed to helping them navigate the various financial decisions. Key core values for our team are Excellence, Teamwork, Education, and Helping others.Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
This position provides administrative support to CFPG. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, scheduling client appointments, client emails, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by CFPG.
This position is 30-35 hours a week, working Monday - Friday (ideal targeted hours are 9 a.m. to 5 p.m. MST). Benefits provided are: PTO, Holiday and Sick Pay. Compensation is $18-22/hr dependent upon experience. This role will be supporting a remote team, with the occasional travel into the Boise office once a month. Must be local to the Boise area to be considered for remote opportunity.
Job Description
Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls to CFPG and responds to requests for information
- Prepares or coordinates the preparation of routine correspondence, appointment reminders, reports, and special projects typically of a routine nature
- Drive client facing activity in the practice by scheduling/rescheduling meetings with clients on behalf of the practice’s Financial Advisors
- Assist Financial Advisors in preparation and follow up of client meetings
- Maintain client service model within practice
- Manage calendars for Financial Advisors within CFPG
- Fill out necessary service forms for opening or maintaining accounts and track items to completion
- Partner with various business partners and departments with corporate office to ensure successful completion of tasks and follow-up for clients and Financial Advisors.
- Supports projects, administration of various programs, and processing functions as needed
- Update the contact management system with client/member contact and preference information
- Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
- Completes other miscellaneous tasks as assigned
Position Qualifications
- 2+ years previous administrative/secretarial experience desired
- 2+ years working to support a team preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) and Salesforce Database 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
- Basic understanding of CFPG, our products and services, and Thrivent
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of CFPG
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Clarity Financial Planning 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.