-
Administrative Director
4 days ago
University of Michigan Ann Arbor, United States Full timeMission Statement · Michigan Medicine improves the health of patients, populations and communities through excellence in education, patient care, community service, research and technology development, and through leadership activities in Michigan, nationally and internationally ...
-
Assistant Director of Administration
1 week ago
Thrivent Financial for Lutherans Ann Arbor, United StatesOur 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 y Director, Financial, Assistan ...
-
Assistant Director of Administration
2 weeks ago
Thrivent Financial Ann Arbor, United StatesOrganization/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, w ...
-
Assistant Director of Administration
1 week ago
Thrivent Financial Ann Arbor, United StatesOrganization/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 ...
-
University of Michigan Ann Arbor, United StatesAdministrative Director, Medical Specialties, Psychiatry & Interdisciplinary Programs · The Oversight Leader of the Medical Specialties, Psychiatry and other Interdisciplinary Programs reports to the Associate Chief Operating Officer (ACOO) of the University of Michigan Medical ...
-
University of Michigan Ann Arbor, United StatesAdministrative Director, Medical Specialties, Psychiatry & Interdisciplinary Programs · The Oversight Leader of the Medical Specialties, Psychiatry and other Interdisciplinary Programs reports to the Associate Chief Operating Officer (ACOO) of the University of Michigan Medical ...
-
Assistant Director of Administration
3 weeks ago
Thrivent Financial Ann Arbor, United StatesThrivent Financial · Assistant Director of Administration - COR Financial · in · Ann Arbor , · Michigan · Organization/Business Overview: · COR Financial Group, an established financial services practice for Thrivent in Ann Arbor, Michigan is looking for a full-time Assistan ...
-
Assistant Director of Administration
3 weeks ago
Thrivent Financial Ann Arbor, United StatesThrivent Financial · Assistant Director of Administration - COR Financial · in · Ann Arbor , · Michigan · Organization/Business Overview: · COR Financial Group, an established financial services practice for Thrivent in Ann Arbor, Michigan is looking for a full-time Assista ...
-
University of Michigan Ann Arbor, United StatesSummary · Basic Function and Responsibilities · The administrative leader of the Neurosciences and Comprehensive Musculoskeletal Center Interdisciplinary Program reports to the Associate Chief Operating Officer (ACOO) of Ambulatory Care Services, and partners with the Associate C ...
-
Executive Director/Administrator
5 days ago
Baruch Senior Ministries Tecumseh, United StatesBaruch Senior Ministries, a nonprofit organization, is looking for a dynamic, motivated individual to be our Executive Director / Administrator at Tecumseh Place Assisted Living in Tecumseh MI. Tecumseh Place offers supportive care and specialized care in a home-like environment ...
-
Executive Director/Administrator
4 days ago
Baruch Senior Ministries Tecumseh, United StatesBaruch Senior Ministries, a nonprofit organization, is looking for a dynamic, motivated individual to be our Executive Director / Administrator at Tecumseh Place Assisted Living in Tecumseh MI. Tecumseh Place offers supportive care and specialized care in a home-like environment ...
-
University of Michigan Ann Arbor, United States Full timeMission Statement · Michigan Medicine improves the health of patients, populations and communities through excellence in education, patient care, community service, research and technology development, and through leadership activities in Michigan, nationally and internationally ...
-
Senior Director, Comprehensive Studies Program
2 weeks ago
InsideHigherEd Ann Arbor, United StatesSenior Director, Comprehensive Studies Program · The University of Michigan's College of Literature, Science, and the Arts (LSA) seeks a highly motivated and creative individual with a strong background in higher education, with a commitment to access for all of the university's ...
-
Director of Operations
3 weeks ago
University of Michigan Ann Arbor, United States Full timeSummary · The Director of Operations will report to the Director of Track & Field/Cross Country. The Director of Operations will be responsible for administering all of the year-round activities and operations of the women's and men's Track and Field and Cross Country program. T ...
-
Quality Financial Analyst Intermediate
4 weeks ago
University of Michigan Ann Arbor, United StatesA cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position.Summary · The Fi ...
-
HR Director
1 week ago
The Ladders Ann Arbor, United StatesAre you an experienced HR leader looking to join a critically important organization where you can utilize your labor negotiating skills? If so, keep reading · About Us · The Ann Arbor Area Transportation Authority (TheRide) operates the public transit system for the greater Ann ...
-
Dermatology - Academic Opportunity
1 week ago
Trinity Health Ann Arbor, United States Full timeSt. Joseph Mercy Ann Arbor has an excellent full time employment opportunity for a Dermatology physician to join the faculty at St. Joseph Mercy located in Ann Arbor, Michigan. · The selected Academic Dermatology physician will participate in providing instruction and supervision ...
-
Hall Director
6 days ago
University of Michigan Ann Arbor, United States Full timeSummary · The Hall Director position is essential to the core mission of Michigan Housing. Hall Directors provide leadership to the residential operations in a way that maintains positive, multicultural, and learning-centered communities. The Hall Director supervises paraprofess ...
-
Health and Well-Being Specialist
4 weeks ago
University of Michigan Ann Arbor, United States Full timeSummary · As a staff member within Student Life, the Health and Wellbeing Specialist is responsible for setting the direction and advocating for the development of co-curricular programs and services that support student learning within fraternities and sororities. This position ...
-
Internal Medicine
5 days ago
Trinity Health Ann Arbor, United States Full timeTrinity Health IHA Medical Group has an exciting opportunity for a Board Certified Internal Medicine physician to join the Medical Specialty Division as the Associate Division Head of Practice Operations located in the Ann Arbor, Michigan area. · The Associate Division Head - Pra ...
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.
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.