Organization/Business Overview:
Maar Financial Group is an independent financial services practice of Thrivent Financial. At Maar Financial Group, we take a broad-based approach to helping our members achieve multiple financial goals through strategic financial planning and development of financial strategies unique to each client. Thrivent Financial is the nation’s largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2.6 million members.
Location of Position: primarily Crete, Illinois; able to travel to Valparaiso and Crown Point, Indiana
Role: Full-Time
Position Summary:
Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator’s main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.
Compensation:
Compensation will be market and situation-based, corresponding to the candidate’s experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year’s employment, and participation in a 401(k) plan. Option of medical.
Salary Range based on license status and experience: $50,000-62,000
Position Requirements:
- Bachelor’s degree
- Must have or willing to obtain life and health license
- Interest in attaining securities licensing (SIE, Series 7 and 66) as part of advancement
- Interested in understanding financial/compliance regulations and economic factors affecting client accounts
- Excellent writing skills
- Very detail oriented and organized
- Excellent problem solving and communication skills
- Ability to flourish in a fast-paced environment
- Ability to maintain integrity of sensitive/confidential information
- Work well in a team-oriented environment
- Demonstrate an ability to develop and cultivate relationships
- Accept feedback and constructive criticism well
- Pass any applicable pre-employment tests
- Be able to demonstrate customer service orientation/experience obtained in any field
- Proficient in Microsoft Word, Outlook, and Excel
As part of the Maar Financial Group, verification of a candidate's background will need to be completed as part of the hiring process. Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
All inquiries with resume should be sent to Joyce Kromke joyce.kromke@thrivent.com.
