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Client Service Administrator - Maar Financial Group

    • Valparaiso, Indiana
  • Financial Advisor
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Description

Organization/Business Overview:
Maar Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nation’s largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2.6 million members.

Position Summary

Maar Financial Group is looking for a self-motivated individual who is eager to learn the financial industry as a Client Service Administrator.  This position emphasizes collaboration with MFG advisors and the administrative team to meet the needs of our clients.   The Client Service Administrator’s main responsibilities will include administrative support, communicating with team members and clients, assisting advisors with meeting preparation and follow-up, assisting with forms for client accounts, researching and responding to client inquiries, preparing routine office correspondence, supporting projects and the administration of various programs, scheduling meetings with clients, maintaining organization of office, ordering supplies, and participating in occasional marketing events that may occur during non-business hours. The successful candidate will act as a problem solver with a “can-do” attitude.

Compensation

Compensation will be market and situation-based, corresponding to the experience level and credentials of the candidate.  The package will include a competitive salary, annual bonus opportunity after one year’s employment, and participation in a 401(k) plan. Option of medical.  

Position Requirements:

  • Must be willing to complete appropriate training as required by MFG, Thrivent, and/or state laws
  • Must have or be willing to attain insurance licensing
  • Proficient in Microsoft Word, Outlook, and Excel
  • Ability to meet deadlines and be very detail oriented
  • Very organized with the ability to switch from one project to another
  • Excellent problem solving and communication skills
  • Ability to flourish in a fast-paced environment
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Pass any applicable pre-employment tests
  • Be able to demonstrate customer service orientation/experience obtained in any field 
  • Be willing and able to obtain state insurance licenses (life, health and variable contracts)

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

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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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Client Service Administrator - Maar Financial Group

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