Thrivent Financial Office Professional in Allen, Texas

Summary

Organization/Business Overview: Ridgemont Associates, an independent financial services practice of Thrivent Financial, is looking to add to their team with a full-time Office Professional in their Allen, TX location. Ridgemont Associates takes a customized approach to helping their members achieve multiple financial goals. See the difference as this team helps their members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. About you: You are detailed orientated, excited to grow and develop, and strive to learn more about the financial services industry. You are interdependent and contribute to the success of the team. You are able to handle details and follow-through and make the clients feel supported and appreciated. The Office Professional reports to and is employed by Ridgemont Associates. Medical benefits are not provided by Thrivent Financial.

Job Description

Position Qualifications

  • You will be the first point of contact for members/clients – in-person and phone

  • Strong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), and data-base Salesforce, and other related CRM (desired).

  • You will quickly understand the client service model (processes, next steps, follow-up) and have the ability to streamline and create efficiencies.

  • Assist Ridgemont Associates in the preparation and follow up for the member/customer meetings

  • Completion of client service forms, documentation of actions taken and follow-through for processing

  • You will support the marketing/event planning for the team, which includes: help in creating a marketing strategy, planning workshops and events, logistical details (vendors, locations, food, invites, RSVP tracking and management).

  • You will be part of meetings and team collaboration – excellent overall communication skills

  • Desire to learn more about our products, services, and Thrivent Financial, and opportunity to participate in client events and volunteer opportunities

  • Ability to maintain integrity of sensitive/confidential information. Handling and properly documenting sensitive communications with client/members, and respond in an effective and timely manner to ensure customer satisfaction

  • This role will provide a path for growth and development by obtaining Life/Health Insurance license and the opportunity to also become Securities Registered (Series 7 & 66 or Series 6 & 63).

Traits we Value:

  • exceptional customer support - our clients notice and see the difference

  • you are self-directed and resourceful

  • you are innately organized – it’s who you are

  • you embrace systems and processes and have a passion for continual learning

  • you love collaborating and being part of an energized and successful team

  • you have a strong work ethic; prompt, dependable - professional and personal integrity

  • you are aligned with Thrivent's unique value and mission

  • you have a desire for a long-term career filled with excellence and job satisfaction

As part of the 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 and for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Thrivent Financial is a membership organization of Christians. Other Fortune-500 financial companies offer advice, but at Thrivent, we blend faith, finances and generosity to help our members have a healthy relationship with money—because we know that feeling like you have “enough” isn’t directly related to how much you have, it’s about how you use what you have. At Thrivent, we provide financial guidance by looking at money differently—seeing it as a tool; not a goal.

When you join our team, you’ll put your talents to work in amazing ways. You’ll create strategies that help others follow sound financial principles and connect their finances with their values.

You won’t just build your career; you’ll be part of a movement that’s focused on growing, innovating and serving.

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