Licensed Client Service Administrator

SummaryThis position provides licensed administrative support to an experienced team of Financial Advisors. It serves as a resource to advisors and client/members in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering phones, meeting/greeting members, handling and distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by the team.This position is full-time, fully in office out of Irivine, CA.Compensation: $24-26/hr based upon active licensure and experience. Sick pay and holiday pay provided. No health benefits are provided.Position Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls and responds to requests for informationResearches inquiries regarding client accountsProvides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory servicesPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial AdvisorsUpdates the contact management system with client/member contact and preference informationAssists Financial Advisors in the preparation and follow up for the client/member meetingsCollaborates with financial associates to assist client with product changesParticipates and drives marketing services including direct-mail, fraternal activities, seminars, meetingsVerbal or written communications with prospective or existing customers regarding financial mattersConducts substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc)Obtains customer financial informationAccepts and/or enters securities trade orders from customers, including unsolicited trade ordersExplains, discusses, or interprets insurance coverage; analyzes exposures or contractsIndicates to customer that requested coverage is or will be bound or issuedIssues certificates of insurance, endorsements, binders, commitments, or insurance contractsSupports questions and transactions with variable insurance and annuities products, if appropriately licensedAdditional responsibilities may be assigned in accordance with licensure and business needsPosition QualificationsPrevious administrative/secretarial experience desiredMust be securities registered (series 7 & 66 or 6 & 63)Must be insurance licensed/appointed or willing to obtain in the first 30 daysMust be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registrationMust be willing to complete the appropriate Long Term Care training required in the states in which support work would be conductedIf work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable productsDemonstrated customer service orientation/experience, 2+ years preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of the company's products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsJ-18808-Ljbffr