Licensed Client Service Administrator

SummaryThis position provides insurance licensed administrative support to SEMO Financial Advisors. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Kendra Troncale of SEMO Financial Advisors.This full-time role is fully in-office out of Perryville, MO.Hours: Monday- Friday; 9a - 5pmCompensation is between $21-24/hr. depending on experience. PTO available to start. There are no benefits offered with this position.The practice is looking for someone eager to grow their career and take on increasing responsibilities as part of the team.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesPrepare correspondence, reports, and coordinate special projectsOversee projects, administration of various programs, and processing functions as neededDrive client facing activity in the practice by scheduling meetings with clientsUpdate Salesforce with client contact and preference informationAssist Lead Advisors with preparation and follow up for client meetingsAttend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned onResearch products, product pricing and contacting carriers for informationAnswer basic questions for clientsFill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approveSet up and retrieve reports in the portfolio management systemProvides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory servicesCollaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities productsVerbal or written communications with prospective or existing customers regarding financial mattersConducting substantive research or gathering information that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)Obtaining customer financial and/or suitability informationAccepting and/or entering securities trade orders from customers, including unsolicited trade ordersSupport questions and transactions with variable insurance and annuities products, if appropriately licensedAdditional responsibilities may be assigned in accordance with licensure and business needsCommunicate with customers whether requested coverage is or will be bound or issuedIssues certificates of insurance, endorsements, binders, commitments, or insurance contractsAdditional responsibilities may be assigned in accordance with licensure and business needsManually enter information provided by the FA into electronic application systems and email, lock sign or submit. Position QualificationsSecurities or insurance industry experience preferredMust be securities registered (series 6/63, 7/63, 7/63/65 or 7/66). Must be insurance licensed/appointedMust 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 productsStrong 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 our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the practice. Must be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of SEMO Financial Advisors’ recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.