Client Service Administrator, Licensed

🔥 15 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $25 - $30 / hour

⏱ Part Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Handle incoming telephone calls and respond to information requests • Research inquiries regarding client accounts • Provide fund values and answer securities, variable insurance, annuities, and investment advisory service questions as appropriately licensed • Perform routine administrative duties • Prepare or coordinate routine correspondence, reports, and special projects • Support projects, program administration, and processing functions • Schedule client/member meetings for Financial Advisors • Update contact management systems with client/member contact and preference information • Assist Financial Advisors with preparation and follow-up for client/member meetings • Collaborate with financial associates on client product changes • Participate in and drive marketing services, including direct mail, fraternal activities, seminars, and meetings • Communicate verbally or in writing with prospective and existing customers regarding financial matters • Conduct substantive research and information gathering for securities recommendations or investment advice • Obtain customer financial information • Accept and/or enter unsolicited securities trade orders from customers • Explain, discuss, or interpret insurance coverage and analyze exposures or contracts • Indicate when requested insurance coverage is or will be bound or issued • Issue insurance certificates, endorsements, binders, commitments, or contracts • Support questions and transactions involving variable insurance and annuity products when appropriately licensed • Perform additional responsibilities according to licensure and business needs • Report to and be employed by Heritage Financial Group

🎯 Requirements

• Must be fully licensed to be considered • Must be securities registered (Series 7 & 66 or 7, 63, & 65) • Must be insurance licensed/appointed • Must be securities registered and insurance licensed/appointed in all states in which performing activities requiring licensing and registration • Must be willing to complete appropriate Long Term Care training required in applicable states • If working on variable insurance or annuities, must be appropriately licensed/appointed and registered for variable products • Previous administrative/secretarial experience desired • 2+ years of customer service orientation/experience preferred • Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or ability to learn • Ability to handle multiple tasks and maintain high-quality work amid frequent interruptions • Ability to maintain integrity of sensitive/confidential information • Basic understanding of products and services and Thrivent Financial • Must be able to work with all roles of Heritage Financial Group • Must be able to represent the organization with external clients • Must be able to cultivate and maintain relationships with outside organizations • Background verification required • Fingerprints required for FINRA registration and FBI review • Persons with securities registrations must comply with TIMI’s Outside Securities Accounts Policy

🏖️ Benefits

• Remote role • Part-time schedule of 15–20 hours per week

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