Part-Time Financial Services Client Coordinator

Thrivent; Oregon; Hybrid; USD 25,000 - 28,000; Part time

Job summary

Flint Hills Group is an independent financial services practice of Thrivent Financial. The Client Service Administrator role supports daily operations, responds to client service requests, and maintains client information. This is a 1099 position with options to work in Manhattan, KS or reside in Central time zone.

Compensation is $18-20/hr for 25-30 hours per week, with an immediate growth track toward KS Life & Health insurance licensing and FINRA exams.

Qualifications

• Previous financial services experience 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 Flint Hills Group, our products and services, and Thrivent Financial

Responsibilities

• Prepare correspondence, reports, and coordinate special projects
• Oversee projects, administration of various programs, and processing functions as needed
• Drive client facing activity in the practice by scheduling meetings with clients
• Update Salesforce with client contact and preference information
• Assist Lead Advisors with preparation and follow up for client meetings
• Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
• Research products, product pricing and contacting carriers for information
• Answer basic questions for clients
• Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
• Set up and retrieve reports in the portfolio management system
• Other responsibilities as assigned by the Lead Advisor
• Completes other miscellaneous tasks as assigned

Skills

Financial services experience

Multitasking

Data privacy

Attention to detail

Tools

Microsoft Word

Excel

PowerPoint

Job description

Flint Hills Group is an independent financial services practice of Thrivent Financial. The Client Service Administrator role supports daily operations, responds to client service requests, and maintains client information. This is a 1099 position with options to work in Manhattan, KS or reside in Central time zone.

Compensation is $18-20/hr for 25-30 hours per week, with an immediate growth track toward KS Life & Health insurance licensing and FINRA exams.