Top 416 Order processing Jobs in Caldwell, Id

Practice Support Associate - West Advisor Group
Thrivent —Boise, ID
- Contract
- Microsoft Excel
- Research
- Administrative experience
Quick Apply
NOC Shift Med Tech
AVISTA SENIOR LIVING MANAGEMENT LLC —Garden City, ID
- $19 - $20 an hour
- Full-time
- CPR Certification
- Word processing
- BLS Certification
Quick Apply
Support Advisor - Clarity Financial Planning Group - Boise, Idaho
Thrivent —Boise, ID
- $65,000 - $85,000 a year
- Full-time
- Research
- Mid-level
- Organizational skills
- Paid holidays
Quick Apply
7d
CREW MEMBER / CLEVELAND BLVD
Little Caesars Pizza —Caldwell, ID
- Overtime
- Quick service & fast food restaurant
- Ability to stand for extended periods
- Entry level
6d
CDL Driver
Border States Industries, Inc. —Meridian, ID
- CDL B
- Clean driving record
- Construction site
- Health savings account
- Paid holidays
Treasury Servicing Specialist II
WaFd Bank —Boise, ID
- $22.06 - $27.94 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- AD&D insurance
Department Lead - Grocery
Smart Foodservice Stores LLC —Meridian, ID
- $18.46 an hour
- Overtime
- Word processing
- Computer literacy
- Merchandising
- Employee stock purchase plan
- Disability insurance
12d
Customer Support Specialist
Acme Construction Supply —Boise, ID
- $22 - $24 an hour
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Paid training
- Health insurance
Quick Apply
Client Services Agent
Acumen LLC —Boise, ID
- $21 an hour
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Ability to walk for extended periods
- Writing skills
Quick Apply
Warehouse Associate/Driver
Harrington Industrial Plastics —Boise, ID
- Full-time
- Adults
- High school diploma or GED
- Driver's License
- Paid jury duty
- Health savings account
Quick Apply
Metal Fabricator
Gem State Staffing - Nampa —Nampa, ID
- From $18 an hour
- Temporary
- In person
- Background check
- Pass drug screening
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
1d
Patient Care Coordinator
Complete Embodiment Wellness —Garden City, ID
- $21 - $25 an hour
- Full-time
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
8h
Sales Consultant - Boise, ID
Sysco —Boise, ID
- Weekends as needed
- Marketing
- Computer literacy
- Restaurant management
- Mileage reimbursement
- Employee stock purchase plan
4d
Sales/Customer Specialist
Carmax —Meridian, ID
- $15.50 - $23.30 an hour
- 8 hour shift
- Microsoft Excel
- Dealership
- Customer service
- Paid jury duty
- Paid holidays
PLC Maintenance Technician
CTI Foods —Wilder, ID
- 5 years
- High school diploma or GED
- Senior level
PLC Maintenance Technician
CTI Foods —Wilder, ID
- 5 years
- Mid-level
- High school diploma or GED
Customer Service (Overnight)
Stinker Stores —Meridian, ID
- $13.50 an hour
- Weekends as needed
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Paid holidays
- Health insurance
Customer Service
Stinker Stores —Boise, ID
- $13.50 an hour
- Weekends as needed
- Merchandising
- Ability to lift 50 pounds
- Entry level
- Profit sharing
- Health savings account
Office Assistant
Grace Assisted Living —Caldwell, ID
- $21 - $23 an hour
- Weekends as needed
- Clean driving record
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Warehouse Associate Packer
Cencora —Nampa, ID
- Full-time
- No high school diploma
- High school diploma or GED
- Warehouse experience
- Paid parental leave
- Health insurance
1d

I want to receive the latest job alert for order processing in caldwell, id

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

order processing jobs near caldwell, id

Practice Support Associate - West Advisor Group

Thrivent -
Boise, ID

Quick Apply

Job Details

Contract

Qualifications

Customer communication
Research
Experience practicing in the securities industry

Full Job Description

Organization/Business Overview:
The sponsoring financial advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans.

Position summary:
This position provides administrative support to the sponsoring financial advisor. This position serves as a resource to Financial Professionals and client/members in handling, researching and communicating inquiries regarding their accounts and 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, supports securities and insurance related tasks and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by the sponsoring financial advisor.

Position Roles/Responsibilities/Accountabilities

Research inquiries regarding client accounts
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
Performs routine administrative duties such as maintaining office supplies and processing mail
Handles incoming telephone calls to the sponsoring financial advisor and responds to requests for information
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
Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
Updates the contact management system with client/member contact and preference information
Assists Financial advisors in the preparation and follow up for the client/member meetings
Collaborates with financial associates to assist client with product changes
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Verbal or written communications with prospective or existing customers regarding financial matters
Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
Obtaining customer financial information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders (if properly licensed)
Explain, discuss or interpret insurance coverage; analyze exposures or contracts
Indicate to customer that requested coverage is or will be bound or issued
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Support questions and transactions with variable insurance and annuities products, if appropriately licensed
Additional responsibilities may be assigned in accordance with licensure and business needs
Manually enter information provided by the financial advisor into electronic application systems and email, lock sign or submit.
Note CAN NOT be listed as the servicing representative AND need to note their FR is selling agent within the rep questionnaire.

Position Qualifications

Practice Support Associates can be fully licensed, securities licensed, or insurance licensed. Depending on role, the practice support associate must be:
- Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
- Appropriately insurance licensed/appointed for sale of all life/health and variable products
Must be insurance licensed/appointed
Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted.
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
Demonstrated customer service orientation/experience, 2+ years preferred
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 the sponsoring financial advisor. Our products and services, and Thrivent Financial
Previous administrative/secretarial experience desired

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 sponsoring financial advisor
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 West Advisor Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#Remote

Quick Apply

Refine Your Search

order processing jobs in caldwell, id

Practice Support Associate - West Advisor Group

NOC Shift Med Tech

Support Advisor - Clarity Financial Planning Group - Boise, Idaho

CREW MEMBER / CLEVELAND BLVD

CDL Driver

Treasury Servicing Specialist II

Department Lead - Grocery

Customer Support Specialist

Client Services Agent

Warehouse Associate/Driver

Metal Fabricator

Patient Care Coordinator

Sales Consultant - Boise, ID

Sales/Customer Specialist

PLC Maintenance Technician

PLC Maintenance Technician

Customer Service (Overnight)

Customer Service

Office Assistant

Warehouse Associate Packer

I want to receive the latest job alert for order processing in caldwell, id

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected