Licensed Client Service Administrator

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

📋 Description

• Deliver licensed administrative assistance to Flint Hills Group.

• Act as a resource for Financial Advisors and clients/members by managing, researching, and addressing account inquiries.

• Facilitate daily practice operations, which include answering phone calls, overseeing pending business, managing documentation and paperwork, and utilizing Thrivent Financial systems.

• Assist with securities and insurance-related tasks as well as other assigned administrative responsibilities.

• Investigate client account inquiries and monitor pending business.

• Administer and process death claims.

• Provide fund values and respond to inquiries regarding securities, variable insurance and annuities, and investment advisory services when appropriately licensed.

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

• Assist in projects, program administration, and processing functions.

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

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

• Collaborate with financial associates on modifications to client products.

• Communicate verbally or in writing with customers concerning financial matters.

• Conduct thorough research or collect information for securities product recommendations or investment advice.

• Gather customer financial information.

• Accept and/or input unsolicited securities trade orders from clients.

• Clarify, discuss, or interpret insurance coverage and assess exposures or contracts.

• Indicate whether the requested coverage is or will be bound or issued.

• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts.

• Address variable insurance and annuity product queries and transactions when appropriately licensed.

• Input information provided by Financial Advisors into electronic application systems and email, lock, sign, or submit it.

• Carry out additional responsibilities based on licensure and business requirements.

• Report to and be employed by Flint Hills Group.

⛳️ Requirements

• Must possess securities registration (series 7/66, 7/63/65, or 6/63/65).

• Must be licensed/appointed for insurance.

• Must hold securities registration and insurance licensing/appointment in all states where activities requiring licensing and registration are performed.

• Must be willing to complete the necessary Long-Term Care training required in the states where support work will take place.

• If engaging in variable insurance or annuities work, must be appropriately licensed/appointed and registered for variable products.

• Previous administrative or secretarial experience is preferred.

• A minimum of 2 years of demonstrated customer service experience is preferred.

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

• Capability to manage multiple tasks while maintaining a high standard of work despite frequent interruptions.

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

• Basic understanding of products and services offered by Thrivent Financial.

• Must be able to collaborate with all roles within Flint Hills Group.

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

• Must be able to build and nurture relationships with external organizations.

• Background verification is mandatory.

• Fingerprinting is required as part of the FINRA registration process for submission to the Federal Bureau of Investigation.

• Individuals with securities registrations are subject to TIMI’s Outside Securities Accounts Policy.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Flexible work arrangements.

• Retirement savings plans with company matching.