Client Service Administrator, Licensed

Thrivent Builds for Habitat for Humanity; California; Remote; USD 34,000 - 41,000; Part time

Job summary

Thrivent Financial is seeking a part-time Licensed Client Service Administrator to provide licensed administrative support for Heritage Financial Group. This remote California role handles client inquiries, insurance and securities related tasks, and routine admin duties.

Must be fully licensed (Series 7/66 or 7/63/65 and insurance). 15–20 hours weekly with compensation $25–$30 per hour, depending on experience and licensure.

Qualifications

• Must be securities registered and insurance licensed/appointed in all states where performing activities.
• Experience in handling client inquiries and preparing routine correspondence is a plus.
• Strong computer aptitude and familiarity with standard business tools.

Responsibilities

• Handles incoming calls and responds to information requests.
• Researches inquiries regarding client accounts and securities products.
• Performs routine administrative duties and prepares routine correspondence and reports.
• Schedules meetings and updates client contact information in the CRM.
• Assists Advisors with client meetings and follow-ups.
• Supports marketing activities and client communications.

Skills

Customer service

Multitasking

Communication

Data handling

Education

Securities license (Series 7 & 66 or 7,63,65)

Insurance license/appointment

State licensing compliance

Tools

Microsoft Word

Excel

PowerPoint

Job description

Client Service Administrator, Licensed### Client Service Administrator, LicensedApply: Remote-California: Part time: Posted Yesterday: REQ-48903**Summary**This position provides licensed administrative support to Heritage Financial Group. This position serves as a resource to Financial Advisors 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, handling/distributing practice email, 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 Licensed Client Service Administrator reports to and is employed by Heritage Financial Group. This is a part-time (15-20 hours a week) remote role. Must be fully licensed to be considered for this position. Compensation is $25-30/hr dependent upon experience and licensure.**Job Description****Position Roles/Responsibilities/Accountabilities*** Handles incoming telephone calls and responds to requests for information* Researches 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* 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 Advisors* 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* 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 **Position Qualifications*** Previous administrative/secretarial experience desired* Must be securities registered (series 7 & 66 or 7, 63, & 65).* 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 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 process. Fingerprints will be required as part of FINRA registration process 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.*