Remote Client Services Coordinator (Part-Time) - Growth Path

Thrivent; United States; À distance; USD 28 000 - 34 000; Temps partiel

Résumé du poste

Heritage Financial Group is seeking a part-time, remote Client Service Administrator to support daily operations and client relations. The role emphasizes a friendly, upbeat demeanor and handling phones, emails, and practice systems.

The position offers 15-20 hours per week with compensation ranging from $20 to $25 per hour, contingent on experience. There is an immediate growth track to obtain CA Life and Health license and FINRA licensing (SIE, 7/66).

Qualifications

• Previous administrative/secretarial experience desired.
• 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 Thrivent Financial.

Responsabilités

• Handles incoming telephone calls and responds to requests for information.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• 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.
• Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
• Update the contact management system with client/member contact and preference information
• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Completes other miscellaneous tasks as assigned

Connaissances

Administrative experience

Microsoft Word

Excel

PowerPoint

Outils

Microsoft Word

Excel

PowerPoint

Description du poste

Heritage Financial Group is seeking a part-time, remote Client Service Administrator to support daily operations and client relations. The role emphasizes a friendly, upbeat demeanor and handling phones, emails, and practice systems.

The position offers 15-20 hours per week with compensation ranging from $20 to $25 per hour, contingent on experience. There is an immediate growth track to obtain CA Life and Health license and FINRA licensing (SIE, 7/66).