Client Service Administrator

Summary

This position provides administrative support to Cornerstone Financial Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, providing client support, meeting support to advisors, compliance review, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to Jonathan Groleau and Hannah Magrum and is employed by Jonathan Groleau.

This position will be an in-office position working Monday through Friday with two week day evening shifts required (No Friday nights) with advanced notice. Compensation is between $40,000 to $55,000 annually. Benefits include: all market holidays off, 10 days PTO, 3 sick days, and a Simple IRA with a 3% match (IRA available as of January 1).

Job Description

Position Roles/Responsibilities/Accountabilities

• Client Support & Data Gathering

  • Collect and organize client financial data (income, expenses, assets, liabilities, insurance, estate documents).

  • Input and maintain client information in planning software (Money Guide Pro, What if Tax, Morningstar and other Thrivent tools) as required by the team.

  • Answering phones to assist clients with their needs.

  Financial Analysis & Plan Preparation

  • Assist in developing financial plans under the advisor’s guidance.

  • Create illustrations and reports to support advisor recommendations.

  • Assist clients with payment plans for their financial plan and send invoices as applicable.

  Administrative & Compliance Support

  • Document client interactions and maintain digital files in an organized way.

  • Attend client meetings and taking notes for the advisor. Draft follow-up emails and recommendations after client meetings along with closing meetings in a timely manner based upon advisor guidance.

  • Ensure financial plans comply with regulatory and firm requirements.

  Operational Assistance

  • Support in account openings, transfers, and investment transactions.

  • Coordinate with custodians, attorneys, or CPAs as needed and assist with scheduling with multiple individuals.

  • Monitor implementation and follow-up on outstanding client tasks.

  • Complete tasks to keep clients accounts up to date. (I.e. beneficiary updates, subaccount changes, standing instructions, etc)

Position Qualifications

• Previous administrative/secretarial experience desired
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Money Guide Pro, What If Tax, Morningstar, and 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
• Basic understanding our products and services, and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Cornerstone Financial Advisors' team
• 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 Cornerstone Financial Advisors' 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.