Summary

Ryan VanDeLoo, CFP®, is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. We help our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This position provides administrative support to Ryan VanDeLoo, CFP® of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members and supports the daily operations of the practice, including, but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Ryan VanDeLoo, CFP® of Thrivent Financial.

This position will be out of Oak Creek, WI. This position is a part time position (32 hours a week). Compensation for this position is commensurate with education and experience. Range $20-25 per hour. Opportunities for growth available.

Benefits: Paid vacation, retirement plan contributions

Job Description

Position Roles/Responsibilities/Accountabilities

Verbal or written communications with prospective or existing customers regarding financial matters to ensure a high level of customer satisfactionAssist Financial Advisor in the preparation and follow up for the client/member meetingsPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededFill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve   Tracking of current and pending business to ensure successful task completionProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededProvides back-up support on handling incoming telephone calls and responds to requests for information, as neededDocument all client interactions in Salesforce profile

Position Qualifications

Previous administrative experience desiredDemonstrated customer service orientation/experience (2+ years preferred)Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, Outlook, Salesforce, DocuSign) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent Financial

Competencies

Customer FocusExcellent communication skills, verbal and writtenAbility to work independently, prioritize tasks, and self-direct to meet deadlinesPlanning/OrganizingAnalytical ThinkerDetail-orientedTeamwork and CollaborationAdaptability/FlexibilityExperience with note taking and archiving preferred

External/Internal Dependencies

Desire to build relationships and help othersMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships within the organization

As part of Ryan VanDeLoo'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.

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