Job Title

Client Service Administrator This position provides administrative support to Metro DC Associates. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Metro DC Associates. This position is part time, working 9/10 a.m. to 2 p.m. during the week and in office. Compensation is $60,000 annually. There is an immediate growth track to obtain licensure in securities and life and health to ensure being able to provide the best client experience. Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls to Metro DC Associates and responds to requests for information Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors Update the contact management system with client/member contact and preference information Assist Financial Advisors in the preparation and follow up for the client/member meetings Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed Participates in the business planning process Completes other miscellaneous tasks as assigned Position Qualifications Previous administrative/secretarial experience desired 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 our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the Metro DC Associates Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations