Practice Support Associate - Southeast Advisor Group

Thrivent Financial for Lutherans · Remote: United States

Full time Remote Customer Service Posted 7 hours ago

Skills this job asks for

Customer service Licensing Support work Microsoft Word Excel Conducting Strategy Investment management Scheduling Due diligence

About the role

Organization/Business Overview: The sponsoring financial advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The sponsoring financial advisor helps our members analyze…

You will work closely with a small, friendly team and take on more as you settle in. Most days start with a short catch-up, then plenty of time for the work itself.

What you will do

• Look after the day-to-day running of your area
• Work with the people around you to plan the week ahead
• Share what you learn and help newer members of the team
• Keep things tidy, on time and to a high standard

About you

You care about doing good work, you are happy to ask questions, and you like being part of a team that looks out for each other.

What you get

Fair pay, time to learn, flexible hours where the work allows, and people who will be glad you joined.

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Practice Support Associate - Southeast Advisor Group

Skills this job asks for

About the role

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