Remote Licensed Client Services Administrator

Thrivent; Sacramento (CA); Remote; USD 34,000 - 41,000; Part time

Job summary

Heritage Financial Group seeks a licensed administrative support professional to assist Financial Advisors and clients with account inquiries, research and routine communications. The role supports daily practice operations, including phone coverage, email handling, and use of Thrivent systems for client servicing and compliance tasks.

This is a part-time, remote position (15-20 hours/week) with compensation of $25-30/hr depending on experience and licensure.

Qualifications

• Securities registration (Series 7 and 66 or 7/63/65) required.
• Insurance licensing/appointment required.
• Willingness to complete Long Term Care training as needed.
• 2+ years of customer service experience preferred.
• Strong computer skills with Microsoft Office.

Responsibilities

• Handle incoming calls and respond to information requests.
• Research client account inquiries.
• Provide fund values and answer securities/insurance product questions.
• Perform routine administrative duties.
• Coordinate routine correspondence and reports.
• Support programs and processing functions as needed.
• Schedule meetings with Financial Advisors on behalf of the practice.
• Update the contact management system with client info.
• Assist Advisors with meetings and follow up.
• Collaborate on product changes and services.
• Support marketing activities and client communications.
• Conduct research to inform product recommendations.
• Enter customer financial information.
• Enter securities trade orders as received.
• Explain coverage and binding/issuance status of insurance.
• Issue certificates of insurance and endorsements.
• Support variable insurance/annuities if licensed.

Skills

Customer service

Administrative support

Securities knowledge

Licensing compliance

Multi-tasking

Microsoft Office

Tools

Microsoft Word

Excel

PowerPoint

CRM systems

Job description

Heritage Financial Group seeks a licensed administrative support professional to assist Financial Advisors and clients with account inquiries, research and routine communications. The role supports daily practice operations, including phone coverage, email handling, and use of Thrivent systems for client servicing and compliance tasks.

This is a part-time, remote position (15-20 hours/week) with compensation of $25-30/hr depending on experience and licensure.