Description

Summary

This position provides licensed administrative support to Cornerstone Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Cornerstone Financial Group.

Position will be in office in Columbus, OH, however would consider virtual for right fit. $40,000-70,000 annually dependent upon experience. Benefits Include: PTO, Sick pay, Holidays, and Simple IRA with 3% match.

Job Description

Responsibilities

Enter client information into various systems
Prepare and update financial plans and presentation material for client meetings
Enter information into financial planning software and prepare draft financial plans
Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Research and respond to client inquiries
Finalize and track all client account and application paperwork
Gather and maintain customer suitability information
Assist in generating performance reports
Maintain information in CRM (Salesforce) system
Fill out necessary forms for opening and maintaining accounts
Handle request for transfers of funds in and out of accounts
Identify and offer recommendations on how to optimize workflows
Providing support to Advisors during client meetings
Other responsibilities as assigned by the Lead Advisor

Qualifications

Securities (6/63, 7/66, or 7/63 & 65) or Life, Health, and Annuity registration required
Degree in Financial Planning, Finance, Accounting or Economics preferred
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

External/Internal Dependencies

Must be able to work with all roles of the Cornerstone Financial Group
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 Cornerstone Financial Group's 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.