Licensed Client Service Administrator

Thrivent•Manhattan, KS

1d•$24 - $28

About The Position

This position provides licensed administrative support to Flint Hills Group and serves as a resource to Financial Advisors and clients/members by handling, researching, and communicating about account inquiries. It supports the practice’s daily operations, including answering phones, managing pending business, handling documentation and paperwork, using Thrivent Financial computer systems and programs to support client relations, assisting with securities- and insurance-related tasks, and completing other administrative duties as assigned. The Practice Support Associate reports to and is employed by Flint Hills Group. This is a 1099 position. The employee may work in the Manhattan or Council Grove, Kansas offices, or must reside in the Central time zone. Compensation is $24–$28, depending on active licensure and experience.

Requirements

Must hold securities registration: Series 7/66, 7/63/65, or 6/63/65.
Must be insurance licensed and appointed.
Must be securities registered and insurance licensed/appointed in all states where performing activities that require licensing and registration.
Must be willing to complete required Long-Term Care training in the states where support work will be conducted.
For work involving variable insurance or annuities, must be appropriately licensed/appointed and registered for variable products.
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 Thrivent Financial’s products and services.

Nice To Haves

Previous administrative or secretarial experience is desired.
Two or more years of demonstrated customer service orientation/experience is preferred.
Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn.

Responsibilities

Research client account inquiries and track pending business.
Manage and process death claims.
Provide fund values and answer questions about securities products, appropriately licensed variable insurance and annuities, and investment advisory services.
Prepare or coordinate routine correspondence, reports, and special projects.
Support projects, program administration, and processing functions as needed.
Update the contact management system with client/member contact and preference information.
Assist Financial Advisors with preparation and follow-up for client/member meetings.
Collaborate with financial associates to assist clients with product changes.
Communicate verbally or in writing with customers about financial matters.
Conduct substantive research or gather information used in securities product recommendations or investment advice, such as due diligence.
Obtain customer financial information.
Accept or enter securities trade orders from customers, including unsolicited trade orders.
Explain, discuss, or interpret insurance coverage, and analyze exposures or contracts.
Indicate to customers that requested coverage is or will be bound or issued.
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.
Support questions and transactions involving variable insurance and annuity products when appropriately licensed.
Manually enter information provided by the Financial Advisor into electronic application systems and email, lock, sign, or submit applications.
Perform additional responsibilities in accordance with licensure and business needs.
Work with all roles within Flint Hills Group, represent the organization in work with external clients, and cultivate and maintain relationships with outside organizations.