Description
Summary
COR Financial Group, a growing multi-state financial services practice with Thrivent is looking for a full-time Relationship Manager in Ann Arbor, MI. Are you a person of high integrity, strong capability, and have a genuine passion to care for others? 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 become a vital member of our team while having opportunity to grow professionally and financially.Position Summary:
This position provides administrative support to our Lead Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The role supports daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, coordinating marketing efforts for MI office, utilizing proprietary software in support of client relations, and other administrative tasks as assigned. 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.
Benefits include: 401k available after 6 months Paid Time Off, Holiday Pay, Medical Benefits (Medical, dental, vision, term life, disability)
Compensation: $20-24/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
- Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately
- Hospitality lead for the Ann Arbor office; including meeting and greeting clients
- Physical site manager of the Ann Arbor office
- Decorate the office for the holidays
- Manage the cleaning service
- Oversee the snow removal vendor to ensure safety of clients during the winter
- Assist in scheduling meetings with clients on behalf of the practice’s Advisors
- Assist in coordinating local marketing events and other marketing activity at the direction of the Director of Client Experience
- Attend all local client events greeting clients as they arrive
- Interface with contacts to coordinate mailings, gifts and other communications
- Assist in coordinating team events & birthday celebrations
- Perform routine administrative duties such as maintaining office supplies, processing mail, filing and disclosure delivery
- Update contact management system with client contact and preference information
- Assist in preparing file folders for client meetings
- Support Administration Department in obtaining any needs for new business
- Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
- Keep sales team on track and assist with meeting support
- Additional responsibilities may be assigned in accordance with business needs
Position Qualifications
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, SharePoint, 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
- Basic understanding of our products, services, and Thrivent Financial
Competencies
- Planning/Organizing
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the team
- 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 COR Financial Group 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.