Client Service Administrator

This is a fully remote position, open to applicants in California.

📋 Description

• Provide administrative assistance to Heritage Financial Group.

• Respond to incoming phone calls and address information requests.

• Manage and distribute practice-related emails.

• Use Thrivent Financial's computer systems and software to enhance client relations.

• Oversee the maintenance of office supplies and manage mail processing.

• Prepare or coordinate standard correspondence, reports, and special projects.

• Assist with projects, program administration, and processing tasks as required.

• Arrange client/member meetings on behalf of Financial Advisors.

• Update the contact management system with client/member details and preferences.

• Aid Financial Advisors in the preparation and follow-up for client/member meetings.

• Provide backup support for tasks that do not require licensing or registration.

• Complete various assigned tasks as needed.

⛳️ Requirements

• Prior administrative or secretarial experience is preferred.

• Strong technical aptitude with computers and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or the ability to learn them.

• Capability to manage multiple tasks while maintaining high work quality amid frequent interruptions.

• Ability to preserve the integrity of sensitive and confidential information.

• Basic knowledge of our products and services, as well as Thrivent Financial.

• Must be able to collaborate with all roles within the Heritage Financial Group.

• Must represent the organization effectively in dealings with external clients.

• Must be able to foster and sustain relationships with external organizations.

• Background verification is required as part of the hiring or contracting process.

• Fingerprint submission to the Federal Bureau of Investigation is necessary.

• Access Persons must adhere to the firm’s Code of Ethics, including maintaining outside brokerage accounts with designated firms.

🏝️ Benefits

• Immediate opportunity for advancement to acquire CA Life and Health license.

• Immediate pathway to obtain FINRA securities licensing (SIE, 7/66).