Licensed Client Service Administrator

Thrivent Financial for Lutherans•Fort Wayne, IN

63d•$25 - $30•Onsite

About The Position

This position provides licensed administrative support to Clarity Financial Group. This position serves as a resource to Financial 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 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, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Greg Weber of Clarity Financial Group. This position is fully in office out of Fort Wayne, IN. Hours: Monday - Friday; 8:30a - 4:30p Compensation: $25-30/hr. depending upon on experience. PTO available. No health benefits provided.

Requirements

Previous administrative/secretarial experience desired
Must be securities registered (series 7 & 66 or 6 & 63).
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.
Demonstrated customer service orientation/experience, 2+ years preferred
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 Clarity Financial Group, our products and services, and Thrivent Financial

Responsibilities

Handles incoming telephone calls to Clarity Financial Group and responds to requests for information
Researches inquiries regarding client accounts
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
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
Updates the contact management system with client/member contact and preference information
Assists Financial Advisors in the preparation and follow up for the client/member meetings
Collaborates with financial associates to assist client with product changes
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Verbal or written communications with prospective or existing customers regarding financial matters
Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc)
Obtaining customer financial information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss, or interpret insurance coverage; analyze exposures or contracts
Indicate to customer that requested coverage is or will be bound or issued
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Support questions and transactions with variable insurance and annuities products, if appropriately licensed
Additional responsibilities may be assigned in accordance with licensure and business needs