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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and communication skills while managing multiple tasks in a fast-paced environment. Proficient in client relationship management and maintaining confidentiality of sensitive information.
Highest-signal resume keywords
Financial Services ExperienceSalesforce ProficiencyMicrosoft Office SuiteClient Relationship ManagementProject Coordination
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Report PreparationData EntryAccount ManagementProduct ResearchMeeting Coordination
Soft Skills
Attention to DetailIntegrityInterpersonal SkillsAdaptabilityTime Management
Tools & Technologies
SalesforceWealthscapeMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Flint Hills GroupThrivent FinancialCode of EthicsComplianceClient Meetings
About the role
Key responsibilities & impact- Prepare correspondence and reports, and coordinate special projects
- Oversee projects, administration of various programs, and processing functions as needed
- Schedule meetings with clients to drive client-facing activity
- Update Salesforce with client contact and preference information
- Assist Lead Advisors with preparation and follow-up for client meetings
- Attend client meetings and take notes to document and action follow-up tasks, meeting notes, and next steps
- Research products and product pricing and contact carriers for information
- Answer basic client questions
- Complete forms for opening or maintaining accounts and applications through advisor signature and approval
- Set up and retrieve reports in the portfolio management system
- Complete other responsibilities and miscellaneous tasks assigned by the Lead Advisor
Requirements
What you’ll need- Previous financial services experience 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 integrity of sensitive/confidential information
- Basic understanding of Flint Hills Group, its products and services, and Thrivent Financial
- Must be able to work with all roles of the Flint Hills Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
- Background verification required to complete the hiring/contracting process
- 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, including maintaining outside brokerage accounts at one of TIMI’s designated firms
Benefits
Comp & perks- Immediate growth track to obtain KS Life & Health insurance licensing
- Immediate growth track to obtain FINRA Securities exams (SIE, 7, 66)
