Office Professional - job 1 of 3

Summary

The Toledo Area Associates, an established financial services practice for Thrivent is looking for a full-time Office Professional. We’re looking to hire a motivated person 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:
The Office Professional position is critical for providing leverage to the financial advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned.

Compensation is $18-24 an hour depending upon experience.
This position sits out of Perrysburg, OH.

Job Description

Responsibilities:

• Handles incoming telephone calls and responds to requests for information
• 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 clients
• Answer basic questions for clients
• Updates Salesforce with client contact and preference information
• Assists Financial Professionals in the preparation and follow up for the client meetings
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• May show clients how to access their accounts and read statements
• Participates in the business planning process
• Completes other miscellaneous tasks as assigned

Benefits:

• Benefits Stipend
• Paid Time Off
• Retirement Plan

Position Qualifications:

• Demonstrated customer service orientation/experience, 2+ years preferred
• 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

As part of Toledo Area Associates 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 for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.