Organization/Business Overview:
Cedar Cove Wealth Partners is an independent financial services firm of Thrivent Advisor Network. We help our clients build a financial strategy around what’s important to them. Because life isn’t just about making more, it’s about doing more with what you have.
Position Summary:
This position provides administrative support to the clients and team at Cedar Cove Wealth Partners. This role is critical to our client experience and requires a friendly, upbeat demeanor. The Client Coordinator supports the firm's daily operations and is employed by SBE, LLC.
This role is a part-time, in-person position that requires work on Monday (6-8 hours), Tuesday (6-8 hours) and one additional weekday (6-8 hours).
Position Roles/Responsibilities/Accountabilities:
Office Reception (50%)
- Greet clients in person at our Bloomington office on Mondays & Tuesdays.
- Inbound Communication: Answer, screen and triage phone calls and emails to the appropriate team members. Check and respond to phone messages. Maintain out of office phone message.
- Monitor inventory and order office supplies, beverages, and hospitality items for visiting clients and Cedar Cove team members.
- Processing of mail (incoming and outgoing), UPS and FedEx shipments on Mondays and Tuesdays.
- Keep common areas clean and tidy. Keep the lobby area visually appealing and hospitable.
- Coordinate conference room scheduling for external and internal meetings.
- First point of contact for booking Wells Fargo Tower conference room space.
- Coordinates scheduling for clients and third-party business partners that respond to meeting invitations by phone.
- Assist with large-scale client paperwork scanning or photocopying projects as needed.
- Serve as primary in-office support for staff working remotely.
Client Scheduling (50%)
- Send out Calendly invitations to clients based on firm calendar. Follow-up with clients not responding in a timely manner.
- Troubleshoot scheduling conflicts based on firm needs.
- Send meeting reminders to clients not receiving them automatically through Calendly.
- Link advisor Outlook appointments to CRM (Salesforce) when not happening automatically.
Other Responsibilities
- Additional responsibilities may be assigned in accordance with licensure and business needs.
Position Qualifications
- Ability to handle multiple tasks and maintain a high quality of work/client service while experiencing frequent interruptions
- Previous client service, calling, and administrative experience highly desired
- Previous Calendly experience highly desired
- Strong technical computer aptitude and knowledge of business tools or ability to learn
- Ability to maintain integrity of sensitive/confidential information
- Ability to learn basic financial terminology and concepts
Competencies
- Customer Focus
- Communication
- Attention to Detail & Efficiency
- Interpersonal Skills
- Planning/Organizing
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of Cedar Cove Wealth Partners
- Must be able to represent the organization in work with clients
- Must be sensitive to clients going through difficult life experiences
- Must be able to work with clients and coworkers with diverse backgrounds and identities
Cedar Cove Diversity, Equity, & Inclusion Statement
We believe everyone deserves financial peace of mind. At Cedar Cove Wealth Partners, we strive to shape a world where this is accessible to all.
We will advance the principles of inclusion, equity, and diversity in our firm and community. Core actions include:
- Empowering our clients with the knowledge and tools to achieve their financial goals, regardless of their identities, personal beliefs, or affiliations.
- Connecting individuals to resources for financial advice that best aligns with their goals and needs.
- Investing in initiatives that support economic sustainability, social justice, and access to financial planning resources.
- Providing opportunities for our team members to leverage their talents to educate and support historically underserved populations.
- Rethinking how we acquire and retain talent to cultivate an organization that celebrates diversity.