Client Service Administrator/Administrative Assistant

Thrivent Financial • Berlin, CT • 6h ago

Summary

This position provides administrative support to Genesis Financial Group. We are hiring a Client Service Administrator who will serve as the operational backbone of our growing advisory practice. This is a high-trust, high-impact role supporting client experience, workflow execution, and the strategic focus of the lead advisor and team.

This position is ideal for a high-capacity integrator who thrives on ownership, loves bringing order to complexity, and wants to grow into expanded operational leadership over time. This role reports to and is employed by Genesis Financial Group.

This position is full time, in office in Berlin. Compensation is $23-28/hr. Benefits include: 401K and stipend for medical/dental benefits.

Job Description

Responsibilities

Serve as first point of contact for clients, screening and triaging emails and calls, greeting guests upon arrival to the office, researching responses, delegating appropriately, and documenting all activity in CRM to support a timely, high-touch client experience.

Act as a time multiplier for the lead advisor by organizing priorities, protecting focus time, anticipating needs, and reducing administrative friction

Prepare and support client meetings, including case prep, documentation coordination, tracking follow-up, and managing workflows with accuracy and urgency

Own pending business tracking and service task execution, proactively monitoring items through completion and providing status updates to clients and team members while coordinating required documentation and forms.

Own the tracking of pending business and client service items, including following workflows, providing proactive status updates to clients and team members, and researching inquiries

Support annual client service initiatives and value-add projects throughout the year.

Identify opportunities to streamline processes and improve systems as the practice grows

Position qualifications

Ability to manage multiple priorities with strong attention to detail and maintain a high level of accuracy and follow-through in a fast-paced environment.

Willingness to learn and develop knowledge of the firm's products, services, planning approach and processes. Willingness and ability to obtain future securities and insurance licensing.

Demonstrated professionalism and discretion, with the ability to communicate confidently and professionally while maintaining confidentiality of sensitive client and firm information.

Strong technical aptitude and comfort using business tools such as Microsoft Word, Excel, PowerPoint, AI/Co-pilot, and CRM systems, or the ability to learn new technology quickly.

Securities, insurance, or financial services experience preferred but not required.

Executive administration or project management experience preferred but not required.

Core competencies

Judgment, Critical Thinking, and Problem Solving: Applies sound judgment and critical thinking when researching account inquiries, determining next steps, managing client expectations, and identifying when escalation is appropriate.

Ownership and Execution: Takes responsibility for assigned work from start to finish, proactively tracks pending items, follows through on commitments, and supports timely completion of client service and business needs.

Planning and Organizing: Effectively prioritizes work, tracks details, and manages multiple tasks and deadlines with accuracy and consistency in a fast-paced environment.

Client-Centered Communication: Communicates clearly, professionally, and proactively with clients and team members to support a positive, responsive, and consistent client experience.

Learning Agility and Adaptability: Demonstrates openness to feedback, a willingness to learn new systems and processes, and flexibility as responsibilities evolve and the practice grows.

As part of Genesis Financial 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.

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.

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.

Similar Jobs

Federal Channel Sales Manager

Rubrik • Hartford, CT • 2h ago

Management & Administrative

As a Federal Channel Sales Manager you will build & manage relationships between Rubrik and key Federal partners. In this role, you will work with cross-functional teams from Rubrik's Field Sales, Systems Engineering...

2h ago

Go to Apply

Manager Strategic Sales & Account Management- Gas

Eversource Energy • East Berlin, CT • 2h ago

Management & Administrative

Eversource will not offer immigration-related sponsorship for this position. Applicants who require immigration sponsorship-either now or in the future-should not apply. This includes, but is not limited to, direct compa...

2h ago

Go to Apply

Manager Strategic Sales & Account Management- Gas

Eversource Energy • Waterbury, CT • 2h ago

Management & Administrative

2h ago

Go to Apply

1st Financial Bank USA • Farmington, CT • 7h ago

Management & Administrative

Account Manager Location Farmington, CT Apply Now ( https://phg.tbe.taleo.net/phg03/ats/careers/v2/applyRequisition?org=FFBUSA&cws=42&rid=1192 ) Job Title: Account Manager Reports to : Assistant Vice President, C...

7h ago

Go to Apply

Account Manager

Dodge Construction Network • Hartford, CT • 7h ago

Management & Administrative

The Account Manager is responsible for supporting the growth and retention of an assigned portfolio of clients by building strong relationships, understanding customer needs, and delivering ongoing value. This role is id...

7h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)