Thrivent · 6 hours ago
Client Service Administrator - Executive Assistant
Minneapolis, MN
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $75K/yrThrivent is a purpose-driven financial planning and wealth management team serving women and couples navigating life transitions. They are hiring a Client Service Administrator to support client experience, workflow execution, and the strategic focus of the lead advisor, while also managing multiple priorities in a fast-paced environment.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Serve as first point of contact for client communications, screening and triaging emails and calls, researching responses, delegating appropriately, and documenting all activity in CRM to support a timely, high-touch client experience
Act as a time multiplier for the lead advisor by organizing priorities, protecting focus time, anticipating needs, and reducing administrative friction
Prepare and support client meetings, including case prep, documentation coordination, tracking follow-up, and managing workflows with accuracy and urgency
Own pending business tracking and service task execution, proactively monitoring items through completion and providing status updates to clients and team members while coordinating required documentation and forms
Own the tracking of pending business and client service items, including following workflows, providing proactive status updates to clients and team members, and researching inquiries
Support annual client service initiatives and value-add projects throughout the year
Identify opportunities to streamline processes and improve systems as the practice grows
Qualification
Required
Ability to manage multiple priorities with strong attention to detail and maintain a high level of accuracy and follow-through in a fast-paced environment
Willingness to learn and develop knowledge of the firm's products, services, planning approach and processes. Willingness and ability to obtain future securities and insurance licensing
Demonstrated professionalism and discretion, with the ability to communicate confidently and professionally while maintaining confidentiality of sensitive client and firm information
Strong technical aptitude and comfort using business tools such as Microsoft Word, Excel, PowerPoint, and CRM systems, or the ability to learn new technology quickly
Preferred
Securities, insurance, or financial services experience preferred but not required
Executive administration or project management experience preferred but not required
Benefits
Generous PTO
Retirement matching
Employer Health Reimbursement Account
Volunteer day off
Complimentary Thrivent membership
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
Founded in 1902
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Teresa Rasmussen
President & CEO
Kelly Baker
Executive Vice President, Chief Human Resources Officer
Recent News
2026-01-23
2026-01-22
2025-11-28
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