Job Title

Customer Service Administrator (Paraplanner) Meaningful work. Rewarding career. Are you ready to grow your career within a well-established and thriving financial team? As a Customer Service Administrator (Paraplanner) at Emerald Financial Group, you will have the opportunity to work directly with an experienced advisory team while building strong relationships with a well-established and valued client base. This role is designed for someone who is passionate about serving others, committed to professional growth, and motivated to make a meaningful impact in clients' lives. Emerald Financial Group is a growing independent financial services practice of Thrivent. We take a broad-based approach to helping clients achieve multiple financial goals, with a primary focus on individuals and families who are approaching or currently in retirement and have at least $100,000 in investable assets. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Position Summary The Customer Service Administrator (Paraplanner) position will come alongside our Advisors to learn how to create financial plans and soak up firm-specific procedures and processes. Key responsibilities include preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Customer Service Administrator (Paraplanner) reports to and is employed by Emerald Financial Group. This is an in-office position. This position provides a growth track to obtain FINRA SIE 7/66 as well as MN Life and Health licensing within the first year. Job Description Primary Responsibilities Enter client information into various systems Prepare and update financial plans and presentation material for client meetings Enter information into financial planning software and prepare draft financial plans Deepen existing client relationships through making sure client information and documentation is up to date Research and respond to client inquiries Finalize, submit, and track all client account and application paperwork Assist in generating performance reports Maintain information in CRM (Salesforce) system Fill out necessary forms for opening and maintaining accounts Identify and offer recommendations on how to optimize workflows Other responsibilities as assigned Position Qualifications Demonstrated customer service orientation/experience, 2+ years preferred Extremely strong organizational skills Strong communication and interpersonal skills Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) 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, services, and Thrivent Financial Competencies Planning/Organizing Analytical Client Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the Emerald Financial Group Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations Must be able to comfortably participate in our digital and social media presence, including photos and videos featured on our website and platforms like LinkedIn, Facebook, and Instagram Compensation and Benefits Here, you'll enjoy: $27.50 Medical, dental, and vision available. Employer paid life insurance, short-term disability, and long-term disability. 401(k) with company match. Personal time off. 7 Paid holidays. As part of Emerald Financial Group's 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. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.