Administrative Assistant

Summary

Organization/Business Overview:
Focus Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Focus Financial Group helps 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 are 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
The Administrative Assistant position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information and confidentiality, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Focus Financial Group.
Compensation for this position is $20-$24/hr. dependent upon experience. Benefits include Simple IRA with match, PTO, 7 Major Holidays. This role has an immediate growth track to the Client Services Administrator (Licensed) role with the expectation that incumbent completes training and testing to receive Life and Health and FINRA SIE/7/66 licensing in the first six months.

Job Description

Position Roles/Responsibilities/Accountabilities

• Drive client facing activity in the practice by scheduling meetings with clients and prospective clients.
• Prepare correspondence, reports, and coordinate special projects 
• Oversee projects, administration of various programs, and processing functions as needed
• Drive client facing activity in the practice by scheduling meetings with clients 
• Update database management systems with client contact and preference information
• Assist advisors and associates with preparation and follow up for client meetings
• Attend client meetings and take notes to ensure next steps, follow up tasks and meeting notes are properly documented.
• Research products, product pricing and contacting carriers for information
• Answer basic questions for clients 
• Prepare necessary forms via DocuSign, GST or Thrivent Forms System for opening or maintaining accounts, including money movement and complete applications to the point of signature for advisors to finalize and approve 
• Other responsibilities as assigned by the advisors and associates.

Position Qualifications

• Securities or insurance industry experience preferred 
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn 
• Ability to prioritize multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of Thrivent Financial, our products and services,

Competencies

• Planning/Organizing/Prioritizing
• Client and Team Focused

• Grammar, Spelling and Communication
• Interpersonal/People Skills
• Teamwork and Collaboration
• Adaptability/Flexibility
• Reliability
• Confidentiality

External/Internal Dependencies

• Must be able to work with all roles of the Focus Financial Group
• 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 Focus Financial Group’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.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.