Description

Summary

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Client Service Administrator reports to the Director of Operations and is employed by George Bailey Group, LLC/Trailhead Financial Group.

This position is Monday - Friday, 8:45 a.m. to 5:15 p.m. Benefits include 2 weeks of PTO. No medical benefits provided at this time. Compensation ranges between $18-23/hr. This is an in-office position.

Job Description

Position Roles/Responsibilities/Accountabilities

Meeting and greeting clients upon arrival to the office
Handles incoming telephone calls to Trailhead Financial Group and responds to requests for information
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
Maintain updated contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
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

Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) 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 and services, and Thrivent Financial

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
AI Familiarity

External/Internal Dependencies

Must be able to work with all roles of the Trailhead 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 Trailhead Financial 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.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.