Securities Client Service Administrator – Maar Financial Group
| Company | Thrivent |
|---|---|
| Location | Valparaiso, IN, USA, Muncie, IN, USA, Merrillville, IN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree, preferably in a business or finance related field
- Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
- Interested in understanding economic trends, regulations, and other factors affecting client investments
- Excellent writing skills
- Very detail oriented and organized
- Excellent problem solving and communication skills
- Ability to flourish in a fast-paced environment
- Ability to maintain integrity of sensitive/confidential information
- Work well in a team-oriented environment
- Demonstrate an ability to develop and cultivate relationships
- Accept feedback and constructive criticism well
- Pass any applicable pre-employment tests
- Be able to demonstrate customer service orientation/experience obtained in any field
- Proficient in Microsoft Word, Outlook, and Excel
Responsibilities
- Providing client service along with advisor support
- Answering client questions regarding insurance and financial accounts
- Assisting advisors with meeting preparation and assisting with forms and transactions for financial accounts
- Supporting projects and the administration of various programs
- Assisting with drafting financial plans and reports
- Accepting and/or entering securities trade orders from customers
- Contacting clients for service related matters
- Participating in occasional marketing events that may occur during non-business hours
Preferred Qualifications
-
No preferred qualifications provided.