Summary

　　The Investment Client Service Administrator (CSA) position is critical for achieving leverage of the 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.

　　This position is full time, Monday – Friday 8:30 a.m. to 4:30 p.m. Compensation is $25-28 depending upon licensing and experience.

　　Job Description

　　Position Roles/Responsibilities/Accountabilities

　　Prepare or coordinate the preparation of correspondence, reports, and 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 Salesforce with client contact and preference information

　　Assist Lead Advisors with preparation and follow up for client meetings

　　May attend client meetings and take notes

　　Research products, product pricing and contacting carriers for information

　　Answer basic questions for clients

　　May accept and/or enter trade orders from clients, including unsolicited trade orders

　　May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications

　　Show clients how to access their accounts and read statements

　　Handle requests for transfers of funds in and out of accounts

　　Fill out necessary forms for opening or maintaining accounts

　　Set up and retrieve reports in the portfolio management system

　　Other responsibilities as assigned by the Lead Advisor

　　Position Qualifications

　　Previous industry experience preferred

　　Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required

　　Expert knowledge of Office applications

　　Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility 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 Crossroads Financial Group’s 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.

　　All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

　　At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

　　For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

　　Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.