Client Service Administrator - Maar Financial Group
Core
Provide licensed financial and non-financial support to Thrivent Financial for Lutherans Financial Advisors, serving members and customers with securities, investment advisory, and insurance products.
Role type
Client Service Administrator (Financial Advisor Associate)
Builds
Financial plans, reports, and client service solutions for Thrivent members
Domain
Financial Services / Insurance / Securities
Deliverable
client delivery
Required skills
Securities registration (SIE, Series 7, Series 66), Insurance licensing, Case and proposal preparation, Trade order entry, Client service, Marketing support, Financial planning assistance
Preferred skills
Bachelor's degree in business or finance, Proficiency in Microsoft Office (Word, Outlook, Excel), Understanding of economic trends and regulations
Technologies
Microsoft Word, Microsoft Outlook, Microsoft Excel
Responsibilities
Answer client questions regarding insurance and financial accounts; Assist advisors with meeting preparation and forms; Accept and enter securities trade orders; Contact clients for service matters; Participate in marketing events; Draft financial plans and reports
Seniority
Individual Contributor, Entry to Mid-level