Office Professional

Company: Thrivent Financial ( Learn More )

General Information
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Job Description Summary


William O'Doherty is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The team helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a mission-driven, not-for-profit financial services organization with approximately 2.6 million members. 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 member activities we support, and the resources we provide to the Christian community and nonprofit organizations. . Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.


Job Description


Position summary:

Our well established, high performing team is currently looking for a Licensed Client Service Professional. This is an incredible opportunity for the right person to grow both professionally and financially and become a key player on this team. If you are a self-starter, focused, hardworking individual we want to speak to you.  The ideal candidate has excellent communication skills as you would be communicating with members and prospects. Other critical factors would be to multi task effectively and thrive in a fast paced environment. Prior financial services industry experience is preferred as well as current licensure.

Position Roles/Responsibilities/Accountabilities

  • Research inquiries regarding client accounts
  • Track pending applications and transfers for clients
  • Manage application status reports
  • Finalize and submit all client paperwork for account and application changes
  • Update the contact management system with client/member contact and preference information
  • Assist in the preparation and follow up for the client/member meetings
  • Collaborate with financial associate to assist client with product changes
  • 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.)
  • Support questions and transactions with variable insurance and annuities products, if appropriately licensed
  • Additional responsibilities may be assigned in accordance with business needs
  • Job Requirements

    Position Qualifications:

    • Previous administrative support experience desired
    • Demonstrated customer service orientation/experience, 2+ years preferred
    • Extremely strong organizational skills
    • Strong 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
    • Securities registered (series 7 & 66) Required
    • Life, Health and Annuities Required

    As part of William O'Doherty’s team, 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