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Operations Coordinator
- Kirkland, Washington, United States
- Kirkland, Washington, United States
À propos
Summary
This position provides administrative and operational support to Cascade West Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Operations Coordinator reports to and is employed by Cascade West Group.This is an in office position at the Cascade West Group's Kirkland Office. Compensation ranges between $60,000-75,000 annually dependent upon experience. Benefits include: PTO, Holiday Pay, Simple IRA with 3% match and bonus eligibility.
Job Description
Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls and responds to requests for information
- Manage Sequim and Kirkland Offices including correspondence with property managers
- Coordinate staff birthdays and anniversaries
- Performs routine administrative duties such as maintaining office supplies and processing mail
- 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
- Partner with marketing Coordinator on various marketing events, managing marketing communications going out to clients
- Processing Death Claims
- Manage event logistics for both in and outside of office
- 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
- 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, PowerPoint) 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 Cascade West Group
- 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 Cascade West Group'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.
Compétences linguistiques
- English
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