Remote Client Services Specialist

Thrivent Financial for Lutherans; United States; Remote; USD 28,000 - 34,000; Part time

Job summary

Heritage Financial Group is seeking a part-time remote Administrative Support Professional to assist our team with daily operations and client relations. You will manage phones, emails, and basic office tasks, supporting our Financial Advisors and ensuring a positive member experience.

Immediate growth opportunities include pursuing a CA Life and Health license and FINRA securities licensing (SIE, 7/66). Compensation is $20-25/hr based on experience.

Qualifications

• Previous administrative/secretarial experience desired.
• Strong computer skills with Microsoft Word, Excel, PowerPoint or ability to learn.
• Ability to multitask and maintain quality amid interruptions.
• Ability to handle sensitive information with integrity.
• Basic understanding of Thrivent Financial products and services.

Responsibilities

• 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 routine correspondence, reports, and projects of a routine nature.
• Drives client/member facing activity by scheduling meetings with clients for the practice's Financial Advisors.
• Updates the contact management system with client/member contact and preference information.
• Assists Financial Advisors in preparation and follow up for client/member meetings.
• Provides back-up support for tasks not requiring licensing or registration.
• Completes other miscellaneous tasks as assigned.

Skills

Phone etiquette

Multitasking

Confidentiality

MS Office

Tools

Microsoft Office Suite

Job description

Heritage Financial Group is seeking a part-time remote Administrative Support Professional to assist our team with daily operations and client relations. You will manage phones, emails, and basic office tasks, supporting our Financial Advisors and ensuring a positive member experience.

Immediate growth opportunities include pursuing a CA Life and Health license and FINRA securities licensing (SIE, 7/66). Compensation is $20-25/hr based on experience.