Summary

Ritter Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Ritter Financial Group helps 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 licensed administrative support to Ritter Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting clients, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Office Professional reports to and is employed by Ritter Financial Group.

This position will be out of Reynoldsburg, OH. Hours are 30-40 hours a week and will be a set schedule once hours are agreed upon. Compensation for this position is $25/hr. Opportunities for growth available.

Job Description

Position Roles/Responsibilities/Accountabilities

Handles incoming telephone calls and responds to requests for informationProvides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory servicesPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projectsSupports projects, administration of various programs, and processing functions as neededDrives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial AdvisorsUpdates the contact management system with client contact and preference informationAssists Financial Advisors in the preparation and follow up for the client meetingsCollaborates with Financial Advisors to assist client with product changesParticipates and drives marketing services including direct-mail, fraternal activities, seminars, meetingsVerbal or written communications with prospective or existing customers regarding financial mattersConducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc)Obtaining client financial informationAccepting and/or entering securities trade orders from customers, including unsolicited trade ordersExplain, discuss, or interpret insurance coverage; analyze exposures or contractsIndicate to customer that requested coverage is or will be bound or issuedIssue certificates of insurance, endorsements, binders, commitments, or insurance contractsSupport questions and transactions with variable insurance and annuities products, if appropriately licensedAdditional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Previous administrative/secretarial experience desiredMust be securities registered (series 6/63, 7/63, 7/63/65 or 7/66).Must be insurance licensed/appointedMust be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registrationMust be willing to complete the appropriate Long Term Care training required in the states in which support work would be conductedIf work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable productsDemonstrated customer service orientation/experience, 2+ years preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products, services, and Thrivent Financial

Competencies

Planning/OrganizingClient FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the <<insert team, practice, or FR name>>Must be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

Compliance and Regulatory
As part of Ritter Financial Group 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.