Licensed Client Service Administrator

Thrivent Financial; Topeka (KS); On-site; USD 33,000 - 39,000; Part time

Job summary

Thrivent Financial is seeking a licensed administrative support professional for Flint Hills Group. The role serves Financial Advisors and clients, handling inquiries, processing paperwork, and supporting securities and insurance tasks.

This position operates as a 1099 contractor in Kansas, with options to work in Manhattan/Council Grove or remotely within the Central Time Zone. Responsibilities include research on client accounts, processing of claims, and coordination of routine

Qualifications

• Demonstrated customer-service orientation and experience (2+ years preferred).
• Strong technical computer aptitude and ability to learn business tools.
• Must be securities registered and insurance licensed/appointed in applicable states.

Responsibilities

• Research inquiries regarding client accounts and track pending business.
• Process death claims and provide fund values and product questions.
• Enter trade orders and support securities/variable insurance products as licensed.
• Assist Financial Advisors with client meetings and follow-ups.

Skills

Customer service

Multitasking

Communication

Technical aptitude

Education

Securities license (Series 7/66/63/65)

Tools

Microsoft Word

Excel

PowerPoint

Job description

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.This position is a 1099 position. Applicants can either go in office to the Manhattan/Council Grove, KS offices or must reside in Central time zone. Compensation is $24-28 dependent upon active licensure and experience. This role is 25-30 hours a week.Position Roles/Responsibilities/AccountabilitiesResearches inquiries regarding client accounts and tracking pending businessManage and processing of death claimsProvides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory servicesPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededUpdates the contact management system with client/member contact and preference informationAssists Financial Advisors in the preparation and follow up for the client/member meetingsCollaborates with financial associates to assist client with product changesVerbal or written communications with customers regarding financial mattersConducting 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 informationAccepting and/or entering securities trade orders from customers, including unsolicited trade ordersExplain, discuss, or interpret insurance coverage; analyze exposures or contractsIndicate to customer that requested coverage is or will be bound or issuedIssue certificates of insurance, endorsements, binders, commitments, or insurance contractsSupport questions and transactions with variable insurance and annuities products, if appropriately licensedManually enter information provided by the FA into electronic application systems and email, lock sign or submit.Additional responsibilities may be assigned in accordance with licensure and business needsPosition QualificationsPrevious administrative/secretarial experience desiredMust be securities registered (series 7/66, 7/63/65, or 6/63/65).Must be insurance licensed/appointedMust 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 preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the Flint Hills GroupMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Flint Hills 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 TransparencyThrivent 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 [e-mail] or call 800-847-4836 and request Human Resources.