Summary

Clarity Financial Planning Group (CFPG) is an independent financial services practice of Thrivent. We are a team practice dedicated to providing holistic financial planning services to clients across the country. We specialize in helping our members gain financial clarity. We value the relationships we build with each of our clients, and we are committed to helping them navigate the various financial decisions. Key core values for our team are Excellence, Teamwork, Education, and Helping others.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. 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 client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This position provides executive administrative support to CFPG. 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, scheduling client appointments, client emails, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Executive Assistant reports to and is employed by CFPG.

This position is 30-35 hours a week, working Monday - Friday (ideal targeted hours are 9 a.m. to 5 p.m. MST). Benefits provided are: PTO, Holiday and Sick Pay. Compensation is $20-25/hr dependent upon experience. This role will be supporting a remote team, with the occasional travel into the Boise office once a month. Must be local to the Boise area to be considered for remote opportunity.

Job Description

Position Roles/Responsibilities/Accountabilities

Handles incoming telephone calls to CFPG and responds to requests for informationPrepares or coordinates the preparation of routine correspondence, appointment reminders, reports, and special projects typically of a routine natureDrive client facing activity in the practice by scheduling/rescheduling meetings with clients on behalf of the practice’s Financial AdvisorsAssist Financial Advisors in preparation and follow up of client meetingsMaintain client service model within practiceManage calendars for Financial Advisors within CFPGFill out necessary service forms for opening or maintaining accounts and track items to completionPartner with various business partners and departments with corporate office to ensure successful completion of tasks and follow-up for clients and Financial Advisors.Supports projects, administration of various programs, and processing functions as neededUpdate the contact management system with client/member contact and preference informationProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededCompletes other miscellaneous tasks as assigned

Position Qualifications

2+ years previous administrative/secretarial experience desired2+ years working to support a team preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) and Salesforce Database or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of CFPG, our products and services, and Thrivent

Competencies

Planning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of CFPGMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

As part of Clarity Financial Planning Group’s 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.