{"id":1733777,"url":"https://alion.io/job/thrivent-executive-assistant-client-service-administrator","title":"Executive Assistant - Client Service Administrator","company":{"id":1761522,"name":"Thrivent","domain":"thrivent.com","url":"https://alion.io/company/thrivent-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":8,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":19,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Sioux Falls, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":52000,"max":54000,"currency":"USD","period":"year","gross":null,"usd_annual":54000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-02T00:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-19T10:53:31Z","board_verified":false,"closed_at":null,"days_open":20,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":20},"description":"Summary\nOur seasoned advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Our Advisors 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.\nPosition summary:\nThe Executive Assistant/Client Service Administrator provides high-level administrative, operational, and client service support to the Lead Advisor of a seasoned Financial Advisor and practice in the Sioux Falls area. This role helps drive practice efficiency by managing client communication, scheduling, documentation, financial planning support, and workflow coordination while maintaining compliance with company policies and regulatory requirements. The Executive Assistant/Client Service Administrator reports to and is employed by the Financial Advisor.\nThis position is an in-office position with some travel. Compensation is $52,000-54,000 annually. Benefits include: Comp time, PTO, Holiday pay, Retirement contribution annually, optional disability policy\nImmediate growth track in this position to obtain South Dakota Life and Health Insurance Licensing, FINRA SIE/7/66 as well. All costs associated with study materials and exams will be covered by the practice.\nJob Description\nResponsibilities\nMaintain organized client records, documentation, forms, and operational processes in alignment with company policies, regulatory requirements, and documentation standards.\nSupport advisors with financial planning preparation, including Tax Efficiency Checklists, Net Worth Statements, planning documents, analysis, client presentation materials, and fee-based planning support.\nDevelop proficiency in key business and planning tools, including Salesforce CRM, Morningstar, MoneyGuidePro, What-If Tax software, DocuSign, and e-application platforms.\nPrepare, process, and track client service requests, account paperwork, applications, transfers, QCD requests, DocuSign documentation, and other required forms in accordance with compliance standards.\nDocument client meeting notes in Salesforce using approved technology and maintain accurate follow-up records.\nCoordinate client communication and scheduling, including incoming calls, appointment setting, confirmation reminders, and requests for tax returns, account statements, or other documentation.\nProactively support advisor efficiency, office workflow, and a seamless, professional client experience throughout the planning process.\nOther duties as assigned.\nPosition Qualifications\n2+ years of administrative assistant or other relevant job experience required\nFinancial services, banking, insurance, or wealth management experience preferred\nStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn\nAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions\nAbility to maintain integrity of sensitive/confidential information\nAbility to work in a fast-paced environment\nBasic understanding of our products, services, and Thrivent Financial\nCompetencies\nPlanning/Organizing\nClient Focus\nCommunication\nInterpersonal Skills\nTeamwork and Collaboration\nAdaptability/Flexibility\nExternal/Internal Dependencies\nMust be able to work with all roles of the team\nMust be able to represent the organization in work with external clients\nMust be able to cultivate and maintain relationships with outside organizations\nAs part of the 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.\nAll 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.","description_format":"text","description_chars":4476,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-03T00:29:47Z"}],"visa":[],"liveness":{"score":34,"band":"fade","label":"Fading","p_open":1,"p_active":0.618,"p_room":0.55,"age_days":19,"expected_fill_days":19,"reasons":["conf:42","velocity","win:tail"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":54000,"is_top_pay":false},"html_url":"https://alion.io/job/thrivent-executive-assistant-client-service-administrator","json_url":"https://alion.io/job/thrivent-executive-assistant-client-service-administrator.json","meta":{"generated_at":"2026-10-22T01:42:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":918,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1761522},"rest":"https://alion.io/mcp/rest/get_company?id=1761522"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fthrivent-executive-assistant-client-service-administrator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fthrivent-executive-assistant-client-service-administrator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fthrivent-executive-assistant-client-service-administrator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/thrivent-executive-assistant-client-service-administrator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fthrivent-executive-assistant-client-service-administrator"}]}