Office Professional (Administration)
SCOTT HERRMANN SHORELINE GROUP SCOTT HERRMANN SHORELINE GROUP Madison, WI Madison, WI Full-time Full-time Estimated:
$34.
6K - $43.
8K a year Estimated:
$34.
6K - $43.
8K a year Organization/Business Overview:
Shoreline Group is an independent financial services practice of Thrivent Financial with 6 offices serving central to southeast Wisconsin.
We take a broad-based approach to helping our members achieve multiple financial goals.
Shoreline Group helps our members 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 members.
As the nation's largest fraternal benefit society, we're here solely to help others.
We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Thrivent Investment Management Inc.
is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
Position
Summary:
This position provides licensed administrative support to the Shoreline Group.
This position serves as a resource to Financial Advisors and clients/members in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to answering phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned.
The Licensed Office Professional reports to and is employed by Scott Herrmann Shoreline Group.
Position Roles/Responsibilities Handles incoming telephone calls for the Shoreline Group team and responds to requests for information.
Research inquiries regarding client accounts and assist in answering any questions.
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services.
Performs routine administrative duties such as maintaining office supplies, scanning & storing documents, 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/member-facing activity in the practice by scheduling meetings with clients/members on behalf of the practice's Financial Representatives.
Updates the contact management system with client/member contact and preference information.
Assists Financial representatives in the preparation and follow-up for the client/member meetings.
Collaborates with financial associates to assist clients/members with product changes.
Participates and drives marketing services including direct mail, fraternal activities, seminars, and meetings.
Verbal or written communications with prospective or existing customers regarding financial matters.
Conducting substantive research or information gathering that will be used in making securities product recommendations or providing investment advice (e.
g.
, conducting due diligence, etc.
).
Obtaining and handling customer personal and financial information.
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders (if appropriately licensed).
Explain, discuss, or interpret insurance coverage; analyze exposures or contracts.
Indicate to the customer that the requested coverage is or will be bound or issued.
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.
Support questions and transactions with variable insurance and annuities products (if appropriately licensed).
Additional responsibilities may be assigned in accordance with licensure and business needs.
Wage/Benefits Wage is based on experience.
Flexible work environment Paid Time Off Health Insurance Life, Shore Term Disability, and Long Term Disability Insurance Simple IRA Paid Training and Licensing Annual bonus and profit sharing opportunities available Position Qualifications Previous administrative/secretarial experience desired.
Securities registered (Series 7 & 66 or 6 & 63) - Preferred but required depending on experience.
Must be Health and Life insurance licensed/appointed - or willing to do so within 60 days of hire.
Demonstrated customer service orientation/experience with phone support, 2
years preferred.
Strong technical computer aptitude and knowledge of business tools (e.
g.
, Microsoft Word, Excel, PowerPoint) or ability to learn.
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
Ability to maintain the integrity of sensitive/confidential information.
Ability to learn a basic understanding of Shoreline Group, our products and services, and Thrivent Financial.
Competencies Planning/Organizing Customer Focus Communication both verbal and written.
Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility As part of Shoreline Group's recruiting/hiring/contracting process, a verification of a candidate's background will be completed before hiring.
Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Thrivent Financial will conduct background checks and fingerprinting.
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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
$34.
6K - $43.
8K a year Estimated:
$34.
6K - $43.
8K a year Organization/Business Overview:
Shoreline Group is an independent financial services practice of Thrivent Financial with 6 offices serving central to southeast Wisconsin.
We take a broad-based approach to helping our members achieve multiple financial goals.
Shoreline Group helps our members 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 members.
As the nation's largest fraternal benefit society, we're here solely to help others.
We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Thrivent Investment Management Inc.
is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
Position
Summary:
This position provides licensed administrative support to the Shoreline Group.
This position serves as a resource to Financial Advisors and clients/members in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to answering phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned.
The Licensed Office Professional reports to and is employed by Scott Herrmann Shoreline Group.
Position Roles/Responsibilities Handles incoming telephone calls for the Shoreline Group team and responds to requests for information.
Research inquiries regarding client accounts and assist in answering any questions.
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services.
Performs routine administrative duties such as maintaining office supplies, scanning & storing documents, 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/member-facing activity in the practice by scheduling meetings with clients/members on behalf of the practice's Financial Representatives.
Updates the contact management system with client/member contact and preference information.
Assists Financial representatives in the preparation and follow-up for the client/member meetings.
Collaborates with financial associates to assist clients/members with product changes.
Participates and drives marketing services including direct mail, fraternal activities, seminars, and meetings.
Verbal or written communications with prospective or existing customers regarding financial matters.
Conducting substantive research or information gathering that will be used in making securities product recommendations or providing investment advice (e.
g.
, conducting due diligence, etc.
).
Obtaining and handling customer personal and financial information.
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders (if appropriately licensed).
Explain, discuss, or interpret insurance coverage; analyze exposures or contracts.
Indicate to the customer that the requested coverage is or will be bound or issued.
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.
Support questions and transactions with variable insurance and annuities products (if appropriately licensed).
Additional responsibilities may be assigned in accordance with licensure and business needs.
Wage/Benefits Wage is based on experience.
Flexible work environment Paid Time Off Health Insurance Life, Shore Term Disability, and Long Term Disability Insurance Simple IRA Paid Training and Licensing Annual bonus and profit sharing opportunities available Position Qualifications Previous administrative/secretarial experience desired.
Securities registered (Series 7 & 66 or 6 & 63) - Preferred but required depending on experience.
Must be Health and Life insurance licensed/appointed - or willing to do so within 60 days of hire.
Demonstrated customer service orientation/experience with phone support, 2
years preferred.
Strong technical computer aptitude and knowledge of business tools (e.
g.
, Microsoft Word, Excel, PowerPoint) or ability to learn.
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
Ability to maintain the integrity of sensitive/confidential information.
Ability to learn a basic understanding of Shoreline Group, our products and services, and Thrivent Financial.
Competencies Planning/Organizing Customer Focus Communication both verbal and written.
Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility As part of Shoreline Group's recruiting/hiring/contracting process, a verification of a candidate's background will be completed before hiring.
Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Thrivent Financial will conduct background checks and fingerprinting.
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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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