Planning Operations Professional

2 days ago

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Thrivent

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We offer financial advice • investments • insurance • banking and generosity programs.

5001 - 10000

Description

• This position contributes to processing and operations in support of Thrivent’s fee-based dedicated planning program. • Helps ensure service-related activities are performed quickly, accurately, cost-effectively and in compliance with internal service and state and federal regulatory standards. • Provides support in the development of policies/procedures and quality assessments. • Analyzes and processes non-routine and/or complex new business and service transactions and addresses 'not in good order' items. • Builds and maintains a high quality and professional working relationship with field professionals, and internal business units as it relates to maintaining service agreements and payment processing. • Provides quality customer service by providing detailed, accurate and timely communications to ensure the field and members have a reasonable understanding of the operational status of the account.

Requirements

• High School Degree Required • 1-2 years related experience • Must possess strong written and communication skills • Strong technical aptitude • Proficient with MS Excel, MS Word, and applicable financial reporting tools • Ability to work day and/or evening shifts according to volume forecasts

Benefits

• various bonuses (including, for example, 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