Client Service Administrator

Thrivent•West Advisor Group, CA

2d•$20 - $25•Remote

About The Position

The Client Service Administrator provides administrative support to Heritage Financial Group and plays a critical role in the member experience. The position supports daily practice operations, including answering phones, handling and distributing practice email, using Thrivent Financial computer systems and programs to support client relations, and completing other administrative tasks. The role reports to and is employed by Heritage Financial Group. This is a part-time remote position requiring 15–20 hours. It offers an immediate growth track toward a CA Life and Health license and FINRA securities licensing (SIE, 7/66). Compensation is $20–$25 per hour, depending on experience. Candidates will undergo a background verification as part of the recruiting and hiring process, and fingerprints will be submitted to the FBI for review against nationwide fingerprint records. Persons with access to Wealthscape are considered Access Persons and must comply with the firm's Code of Ethics, including maintaining outside brokerage accounts at one of the firms designated by TIMI.

Requirements

Previous administrative or secretarial experience is desired.
Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn.
Ability to handle multiple tasks and maintain high-quality work amid frequent interruptions.
Ability to maintain the integrity of sensitive and confidential information.
Basic understanding of the organization’s products and services and Thrivent Financial.
Ability to work with all roles within Heritage Financial Group, represent the organization to external clients, and cultivate and maintain relationships with outside organizations.
Must complete background verification and fingerprint submission for FBI review as part of the hiring process.
If granted access to Wealthscape, must comply with the firm's Code of Ethics, including maintaining outside brokerage accounts at a firm designated by TIMI.

Nice To Haves

Immediate growth track toward a CA Life and Health license and FINRA securities licensing (SIE, 7/66).

Responsibilities

Handle incoming telephone calls and respond to requests for information.
Perform routine administrative duties, including maintaining office supplies and processing mail.
Prepare or coordinate routine correspondence, reports, and special projects.
Support projects, program administration, and processing functions as needed.
Schedule meetings with client/members on behalf of the practice’s Financial Advisors to support client/member-facing activity.
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 to other staff members on tasks that do not require licensing or registration.
Complete other miscellaneous tasks as assigned.
Handle and distribute practice email and use Thrivent Financial systems and programs in support of client relations.