Assistant director of administration - Ann Arbor, United States - Thrivent Financial

Description

Organization/Business Overview:

COR Financial Group, an established financial services practice for Thrivent in Ann Arbor, Michigan is looking for a full-time Assistant Director of Administration.

Are you a self-motivated individual with a service-oriented mindset? 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 grow professionally and financially and become a vital member of the team.

If you are a self-starter, hardworking, passionate individual, we want to speak to you.

Although we prefer a fully licensed individual with prior financial services industry experience, we will consider sponsoring licensing for an exceptional person.

Position Summary:

Our well-established, high-performing team is looking for an Assistant Director of Administration to work alongside our existing team to help with client onboarding, data entry, meeting preparation, client applications, and administrative tasks.

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.

Organization/Business

:
COR Financial

Position Title

:
Assistant Director of Administration

Reports to Title
:
David Granner – Wealth Advisor | Molly Berner – Associate
Positions that Report to this Position (if applicable)

:
None

Location of Position

:
Ann Arbor, MI


Role:
Full-Time

Salary:
$65,000 + Bonus, contingent on passing licensing exams
Position Roles/Responsibilities/Accountabilities
Work alongside Director of Administration to proactively manage practice
Interface with Thrivent Home Office to obtain information and negotiate solutions to client needs
Maintain and update client contact information
Monitor and support licensing and continuing education requirements for all team members
Research and respond to client inquiries regarding Life/Health/Annuities
Guide clients through understanding and interpreting their financial statements
Accept and/or enter trade orders from clients, including unsolicited trade orders
Fill out Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
Gather and maintain client financial and/or suitability information
Prepare and update financial plans and presentation material for client meetings
Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Additional responsibilities may be assigned in accordance with business needs

Position Qualifications:
Bachelor's degree required; business focus preferred
Securities registration (SIE/7/66), Life, Health, and Annuities registration required (If not currently licensed, candidate will be compensated to obtain licensure before officially starting in role)
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

This position provides:
401k available after 6 months
Paid Time Off

As part of COR Financial Group 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.

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 or call and request Human Resources.

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