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Office Professional (Licensed)

Company: Thrivent Financial for Lutherans
Location: Las Vegas
Posted on: June 12, 2021

Job Description:


Organization/Business Overview:

An established financial services practice for Thrivent in Las Vegas is looking for a (part-time) 30hrs a week Licensed Office Administrator. This position has the potential to move into 40hrs a week, we're hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we'd like to connect with you.

Position summary:

This position provides licensed administrative support to Michael S. O'Brien. This position serves as a resource to Financial Representatives 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, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, 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 Office Professional reports to and is employed by Michael S. O'Brien

This position does NOT provide medical benefits.

Job Description

Position Roles/Responsibilities/Accountabilities

Handles incoming telephone calls to Michael S. O'Brien and responds to requests for information Researches inquiries regarding client accounts Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services 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 Drives client facing activity in the practice by scheduling meetings with client on behalf of the practice's Financial Representatives Updates the contact management system with client contact and preference information Assists Financial representatives in the preparation and follow up for the client meetings Collaborates with financial associates to assist client with product changes Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings Verbal or written communications with prospective or existing customers regarding financial matters Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc) Obtaining customer financial information Accepting and/or entering securities trade orders from customers, including unsolicited trade orders Explain, discuss or interpret insurance coverage; analyze exposures or contracts Indicate to customer that requested coverage is or will be bound or issued Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts Support questions and transactions with variable insurance and annuities products, if appropriately licensed Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Previous administrative/secretarial experience desired Must be securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
Must be insurance licensed/appointed Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted.
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
Demonstrated customer service orientation/experience, 2+ years preferred 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 firm, our products and services, and Thrivent Financial


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

External/Internal Dependencies

Must be able to work with all roles of the organization 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 our offices 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 a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Keywords: Thrivent Financial for Lutherans, Las Vegas , Office Professional (Licensed), Other , Las Vegas, Nevada

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