Client Service Administrator

🔥 15 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $20 - $25 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Provide administrative support to Heritage Financial Group • Answer incoming telephone calls and respond to requests for information • Handle and distribute practice email • Utilize Thrivent Financial computer systems and programs in support of client relations • Maintain office supplies and process mail • Prepare or coordinate routine correspondence, reports, and special projects • Support projects, administration of programs, and processing functions as needed • Schedule client/member meetings on behalf of Financial Advisors • Update the contact management system with client/member contact and preference information • Assist Financial Advisors with preparation and follow-up for client/member meetings • Provide backup support for tasks not requiring licensing or registration • Complete miscellaneous assigned tasks

🎯 Requirements

• 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 services, and Thrivent Financial • Must be able to work with all roles of the Heritage Financial Group • Must be able to represent the organization in work with external clients • Must be able to cultivate and maintain relationships with outside organizations • Background verification required as part of the hiring/contracting process • Fingerprints required for submission to the Federal Bureau of Investigation • Access Persons must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at designated firms

🏖️ Benefits

• Immediate growth track to obtain CA Life and Health license • Immediate growth track to obtain FINRA securities licensing (SIE, 7/66)

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