Job Type: Full Time | Location: IL – Naperville
Organization/Business Overview:
IntentGen Financial Partners, an established financial services practice of the Thrivent Advisor Network in Naperville, IL, is looking for a full-time Operations Specialist. We’re hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we’d like to connect with you.
Position summary:
The Operations Specialist provides administrative support to the Client Experience Director on firm projects, reporting, compliance-related items, and vendor and technology research. This position also provides administrative support to the Service and Financial Planning teams as needed for items such as billing, onboarding of new clients, and data entry. The Operations Specialist reports to the Client Experience Director and is employed by IntentGen Financial Partners.
Position Responsibilities:
- Prepares weekly, monthly, quarterly, and on-demand reports as requested and distributes to appropriate parties for review
- Collaborates with the Client Experience Director and other required team members to complete outstanding projects based on priority and updates master project list accordingly
- Tracks and updates licensing for all Advisors to ensure each is up to date on state and carrier requirements and all dues are paid in full
- Assists in the onboarding and billing setup of Financial Planning clients
- Conducts and compiles research on possible new technologies and vendors in accordance with firm goals on an as-needed basis
- Assists with data entry, application printing/mailing/scanning, and filing for Financial Planning and Service teams during times of high volume or staff shortages
Position Qualifications:
- Experience in Project Planning
- Demonstrated administrative assistance experience
- Strong technical computer aptitude and knowledge of Microsoft tools (i.e.: Excel, PowerPoint, Word, Outlook)
- Ability to maintain the integrity of sensitive/confidential information
Competencies
- Planning/Organizing
- Communication
- Interpersonal Skills
- Teamwork/ Collaboration
- Adaptability
- Problem Solving
- Attention to Detail
External/Internal Dependencies
- Must be willing to have a flexible schedule during large project rollouts and peak business times throughout the year
- Must have the ability to handle multiple tasks/projects and maintain high quality of work
As part of our 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.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
