Licensed Client Service Administrator (Remote, Part-Time)

Thrivent Financial; California; Teletrabalho; USD 34 000 - 41 000; Tempo parcial

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Customer service

Multitasking

Communication

Data handling

Formação académica

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

Insurance license/appointment

State licensing compliance

Ferramentas

Microsoft Word

Excel

PowerPoint

Descrição da oferta de emprego

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.