Overview
Receptionist/Administrative Assistant Jobs in Sycamore, IL at Klein, Stoddard, Buck & Lewis, LLC
Summary
Ryan VanDeLoo, CFP®, is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. We help our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
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:
This position provides administrative support to Ryan VanDeLoo, CFP® of Thrivent Financial. This position serves as a resource to the Financial Advisor and client/members and supports the daily operations of the practice, including, but not limited to: utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Ryan VanDeLoo, CFP® of Thrivent Financial.
This position will be out of Oak Creek, WI. This position is a part time position (32 hours a week). Compensation for this position is commensurate with education and experience. Range $20-25 per hour. Opportunities for growth available.
Benefits: Paid vacation, retirement plan contributions
Job Description
Position Roles/Responsibilities/Accountabilities
Handles incoming telephone calls and responds to requests for information
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
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
Verbal or written communications with prospective or existing customers regarding financial matters to ensure a high level of customer satisfaction
Assist Lead Advisors with preparation and follow up for client meetings
Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
Tracking of current and pending business to ensure successful task completion
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
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, Outlook, Salesforce, DocuSign) 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 team
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 Ryan VanDeLoo’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.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Title: Receptionist/Administrative Assistant
Company: Klein, Stoddard, Buck & Lewis, LLC
Location: Sycamore, IL
