Overview
Administrative Support Specialist Jobs in Milford, MA at Dana-Farber Cancer Institute
Vista Point Wealth Advisors, an established financial services practice for Thrivent is looking for a full-time Practice Support Associate (Client Service Administrator). This is an incredible opportunity for the right person to grow professionally and financially and become a vital member of our team. If you are a self-starter, focused, hardworking individual and would like to work with a team that values deep customer relationships then this role is a great fit for you.
Position Summary:
The Practice Support Associate (Client Service Administrator) position is critical for providing leverage to the advisor’s time. This role keeps the daily operations of the practice running by supporting client relations and planning activities. This role will support client scheduling, service requests, data entry, and help complete and submit new business applications.
This position provides:
Simple IRA
Health Insurance
Paid Time Off
Compensation for this position is $60,000-$75,000 annually dependent upon licensure and experience. This is an in-office position.
Responsibilities:
Receptionist – direct incoming calls, respond to general questions, and account inquiries
Administrative – maintain and order office supplies, process incoming and outgoing mail
Meet and greet clients
Schedules client meetings
Enter client information into various systems
Maintains and update client contact information
Prepares documentation for client meetings
Generates client information reports utilizing Client Relationship Management Systems
Generates hardcopy and electronic communications
Research and respond to client inquiries regarding Life / Health / Annuities
*Additional responsibilities may be assigned in accordance with business needs
Position Qualifications:
Securities registration (series 7/66 or series 7/63 & 65)
Life, Health, and Annuities registration
Demonstrated customer service orientation/experience, 3+ years preferred
Strong 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
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 Vista Point Wealth Advisors
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Vista Point Wealth Advisors’ recruiting/hiring/contracting process, a verification of a candidate’s background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a 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.
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 [email protected] or call 800-847-4836 and request Human Resources.
Title: Administrative Support Specialist
Company: Dana-Farber Cancer Institute
Location: Milford, MA
