Licensed Client Service Administrator

Thrivent; Kansas; In loco; USD 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

Thrivent is seeking a licensed administrative support professional to assist Flint Hills Group by handling client inquiries, processing documents, and supporting daily operations for financial advisors. You will manage phone calls, pending business, and securities/insurance related tasks while maintaining confidentiality and accuracy.

The role requires securities registrations and insurance licenses across states, with training as needed.

Competenze

• Demonstrated customer service orientation/experience, 2+ years preferred.
• Ability to handle multiple tasks with interruptions and maintain quality.

Mansioni

• Answer phones and manage pending business.
• Handle documentation and paperwork for client accounts.
• Research and communicate inquiries regarding client accounts.
• Process and enter securities orders from customers.
• Coordinate and support meetings for Financial Advisors.
• Ensure compliance with licensing requirements in all states.

Conoscenze

Customer service orientation

Task prioritization

Strong computer skills

Strumenti

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Descrizione del lavoro

This position provides licensed administrative support to Flint Hills 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, managing pending business, handling documentation and paperwork, 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 Flint Hills Group.

Applicants can either go in office to the Manhattan/Council Grove, KS offices or must reside in Central time zone. Researches inquiries regarding client accounts and tracking pending business

• Manage and processing of death claims
• 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
• Assists Financial Advisors in the preparation and follow up for the client/member meetings
• Collaborates with financial associates to assist client with product changes
• Verbal or written communications with customers regarding financial matters
• Obtaining customer financial information
• Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
• Indicate to customer that requested coverage is or will be bound or issued
• Support questions and transactions with variable insurance and annuities products, if appropriately licensed
• Manually enter information provided by the FA into electronic application systems and email, lock sign or submit.
• Previous administrative/secretarial experience desired
• 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.
• 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
• Planning/Organizing
• Customer Focus
• 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 TIMIs 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.