Advanced Brokerage Operations Professional, Licensed

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🔥 0 minutes ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $22 - $31 / hour

⏰ Full Time

🟢 Junior

⚙️ Operations

🚫👨‍🎓 No degree required

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Answer incoming member and field phone calls • Process new account documents, maintenance requests, transfers, and distributions • Analyze and process non-routine and complex new business and service transactions, including not-in-good-order items • Make outbound calls as required • Provide services as part of a brokerage operations functional team • Assist team members, manage workflow, flex for functional coverage, and collaborate with service teams • Maintain understanding of brokerage operations products, services, affiliated NFS and Thrivent systems, and operational policies and procedures • Build and maintain professional relationships with field professionals, the clearing firm, and internal business units • Analyze, approve, and provide timely service while meeting service-level timeframes • Communicate account operational status accurately and clearly to field representatives and clients • Achieve or exceed department quality standards • Support development of policies, procedures, and quality assessments

🎯 Requirements

• High school education • 1–2 years of related experience • FINRA Series 7 and 63/65, or Series 66, required or obtained within 90 days of hire • Strong written and communication skills • Proficiency with MS Excel, MS Word, and applicable financial reporting tools • Ability to work day and/or evening shifts according to volume forecasts • Ability to work Monday through Friday, full time • After training, ability to work a schedule between 7:30 a.m. and 6:00 p.m. Central

🏖️ Benefits

• Various bonuses, including annual or long-term incentives • Medical, dental, and vision insurance • Health savings account • Flexible spending account • 401k • Pension • Life and accidental death and dismemberment insurance • Disability insurance • Supplemental protection insurance • 20 days of Paid Time Off each year • Sick and Safe Time • 10 paid company holidays • Volunteer Time Off • Paid parental leave • EAP • Well-being benefits • Other employee benefits