Advanced Brokerage Operations Professional, Licensed

🔥 10 hours ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $22 - $31 / hour

⏰ Full Time

🟢 Junior

⚙️ Operations

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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/or complex new business and service transactions, including “not in good order” items • Make outbound calls as required • Ensure service-related activities are performed quickly, accurately, cost-effectively, and in compliance with internal service and state and federal regulatory standards • Support development of policies/procedures and quality assessments • Manage workflow and flex to provide functional coverage • Collaborate with other service teams and internal business units • Maintain understanding of brokerage operations products, services, affiliated systems, NFS and Thrivent systems, and applicable policies and procedures • Build and maintain professional working relationships with field professionals and clearing firm • Analyze, approve, and provide high-quality, timely service while meeting service-level timeframes • Provide detailed, accurate, and timely communications about operational account status • Achieve or exceed department quality standards

🎯 Requirements

• High School • 1-2 years related experience • FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire • Strong written and communication skills • Proficient 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, on a schedule between 7:30 a.m. and 6:00 p.m. Central after training

🏖️ 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