Client Service Administrator

Thrivent Financial; California; Remote; USD 28,000 - 34,000; Part time

Job summary

Heritage Financial Group is seeking a Client Service Administrator to provide essential administrative support to our practice. You will handle calls, manage practice email, and use Thrivent Financial systems to assist client relations and daily operations.

This is a part-time, remote position based in California (15-20 hours per week). The role offers exposure to CA Life and Health licensing and FINRA licensing tracks, with compensation of $20-25 per hour depending on experience.

Qualifications

• Prior administrative/secretarial experience preferred.
• Strong computer proficiency with common office tools and ability to learn Thrivent systems.
• Ability to manage multiple tasks while maintaining accuracy and confidentiality.
• Understanding of products and services is a plus.

Responsibilities

• Answer incoming telephone calls and respond to information requests.
• Perform routine admin duties (supplies, mail, documents).
• Coordinate routine correspondence, reports, and projects.
• Schedule client meetings for Financial Advisors and update CRM with contact info.
• Assist Advisors with meeting prep and follow-up.
• Provide back-up support for non-licensing tasks as needed.

Skills

Administrative experience

Multi-tasking

Written & oral communication

Confidential information handling

Tools

Microsoft Word

Excel

PowerPoint

Job description

Client Service Administrator### Client Service AdministratorApply: Remote-California: Part time: Posted Yesterday: REQ-48905**Summary**This position provides administrative support to Heritage Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, handling/distributing practice email, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Heritage Financial Group. This is a part-time (15-20 hours) remote position. Immediate growth track to obtain CA Life and Health license as well as FINRA securities licensing (SIE, 7/66). Compensation is $20-25/hr dependent on experience.**Job Description****Position Roles/Responsibilities/Accountabilities*** Handles incoming telephone calls and responds to requests for information* Performs routine administrative duties such as maintaining office supplies and processing mail* 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* Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors* Update the contact management system with client/member contact and preference information* Assist Financial Advisors in the preparation and follow up for the client/member meetings* Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed* Completes other miscellaneous tasks as assigned **Position Qualifications*** Previous administrative/secretarial experience desired* 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 our products and services, and Thrivent Financial **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 Heritage Financial Group* 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 Heritage Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. *All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.*#Remote