Licensed Client Service Administrator

Thrivent•Perryville, MO

2d•$21 - $24•Onsite

About The Position

This 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 - 5pm Compensation 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.

Requirements

Securities or insurance industry experience preferred
Must be securities registered (series 6/63, 7/63, 7/63/65 or 7/66).
Must be insurance licensed/appointed
Must be securities registered, and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration
Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products
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
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
Must be able to work with all roles of the practice.
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As 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.

Responsibilities

Prepare correspondence, reports, and coordinate special projects
Oversee projects, administration of various programs, and processing functions as needed
Drive client facing activity in the practice by scheduling meetings with clients
Update Salesforce with client contact and preference information
Assist Lead Advisors with preparation and follow up for client meetings
Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
Research products, product pricing and contacting carriers for information
Answer basic questions for clients
Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
Set up and retrieve reports in the portfolio management system
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products
Verbal or written communications with prospective or existing customers regarding financial matters
Conducting 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 information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Support questions and transactions with variable insurance and annuities products, if appropriately licensed
Communicate with customers whether requested coverage is or will be bound or issued
Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts
Manually enter information provided by the FA into electronic application systems and email, lock sign or submit.