Summary
At Tailored Financial Solutions, we are passionate about helping individuals and families make wise financial decisions that bring clarity, confidence, and lasting security. As a Thrivent team practice, we provide personalized financial guidance rooted in each client's unique values, goals, and vision for the future. We believe financial planning is not just about managing money, but about creating opportunities for people to live meaningful lives and support the people and causes they care about. Our mission is to provide principled and innovative financial guidance that brings both mental and financial clarity and security to our clients. By combining trusted financial expertise with creative problem-solving and a commitment to staying ahead of industry changes, we help clients navigate life's opportunities and challenges with confidence. Our goal is to create such an exceptional client experience that families are proud to refer us to future generations. We are seeking team members who share our commitment to service, integrity, innovation, and relationship building. If you're energized by helping others, thrive in a collaborative environment, and want to be part of a team that values both professional excellence and meaningful impact, we'd love to connect with you.
This position provides administrative support to Matthew Taylor. 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, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Matthew Taylor.
This position is full-time, in office. Compensation is $22/hr.
Holiday pay and PTO provided.
Job Description
Position Roles/Responsibilities/Accountabilities
- Assist Financial Advisors in the preparation and follow up for the client/member meetings
- Handles incoming telephone calls to and responds to requests for information
- Performs routine administrative duties such as maintaining office supplies 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
- Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
- Update the contact management system with client/member contact and preference information
- Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
- Completes other miscellaneous tasks as assigned
Position Qualifications
- Previous administrative/secretarial experience desired
- 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 integrity of sensitive/confidential information
- Basic understanding of our products and services, and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the team
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Matthew Taylor'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.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
