Bilingual Benefits Analyst providing comprehensive technical support for client insurance plans. Analyzing financial data while building strong client relationships in a collaborative team environment.
About the role
- Provide administrative support at Cornerstone Financial Advisors with client interactions and using financial tools. Aids in meeting support and compliance reviews with a diverse team.
Responsibilities
- Provide administrative support to Cornerstone Financial Advisors
- Answering the phones, providing client support
- Meeting support to advisors, compliance review
- Utilizing Thrivent Financial computer systems and programs in support of client relations
- Document client interactions and maintain digital files
- Draft follow-up emails and recommendations after client meetings
Requirements
- Previous administrative/secretarial experience desired
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Money Guide Pro, What If Tax, Morningstar, and 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 our products and services, and Thrivent Financial
Benefits
- all market holidays off
- 10 days PTO
- 3 sick days
- Simple IRA with a 3% match (IRA available as of January 1)
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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