Assistant Director of Administration - COR Financial
Thrivent
- Ann Arbor, MI
- $65,000 per year
- Permanent
- Full-time
COR Financial Group, an established financial services practice for Thrivent in 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, MI
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/or 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/or 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 in accordance with business needs
- 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 in 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) 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
- 401k available after 6 months
- Paid Time Off