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Assistant Director of Administration – COR Financial

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Thrivent

Organization/Business Overview:
COR Financial Group, an established financial services practice for Thrivent Indiana 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, Michigan
Role: Full-Time
Salary: $65,000 + Bonus, contingent on passing licensing examsPosition 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/Oregon 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/Oregon 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 Indiana 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 Indiana 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) Oregon 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

American Samoa 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 American Samoa 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 Oregon veteran status, genetic information, Oregon any other status protected by applicable local, state, Oregon 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 Oregon call 800-847-4836 and request Human Resources.

Job title: Assistant Director of Administration – COR Financial

Company: Thrivent

Expected salary: $65000 per year

Location: Ann Arbor, Michigan

Job date: Thu, 18 Apr 2024 04:27:25 GMT