Licensed Client Services Specialist for Financial Advisors

Thrivent; Arkansas City (KS); In loco; USD 28.000 - 39.000; Tempo pieno

Descrizione del lavoro

Thrivent is seeking a licensed administrative support professional to assist Flint Hills Group in Manhattan/Council Grove, KS. The role handles inquiries, processes documents, and supports financial advisors, with a focus on confidentiality and accuracy.

You will answer phones, manage pending business, enter orders, coordinate with teams, and ensure compliance with licensing requirements across states. Prior secretarial experience and ability to learn Thrivent systems are preferred.

Competenze

• 2+ years of administrative/secretarial experience.
• Securities registrations and insurance licensing in required states.
• Willingness to complete Long-Term Care training as needed.
• Strong customer service orientation and professional communication.
• Proficiency with Microsoft Office and Thrivent systems.
• Ability to manage multiple tasks with interruptions while maintaining quality.

Mansioni

• Answer phones and support daily operations of the practice.
• Research inquiries about client accounts and track pending business.
• Manage death claims and prepare routine correspondence and reports.
• Assist Financial Advisors with client meetings and product changes.
• Enter and submit information in electronic application systems and email.
• Maintain confidentiality and integrity of sensitive information.

Conoscenze

Customer service

Technical aptitude

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Multitasking

Data confidentiality

Strumenti

CRM systems

Finance software

Descrizione del lavoro

Thrivent is seeking a licensed administrative support professional to assist Flint Hills Group in Manhattan/Council Grove, KS. The role handles inquiries, processes documents, and supports financial advisors, with a focus on confidentiality and accuracy.

You will answer phones, manage pending business, enter orders, coordinate with teams, and ensure compliance with licensing requirements across states. Prior secretarial experience and ability to learn Thrivent systems are preferred.