Licensed Client Service Administrator
Core
Licensed administrative support handling client account inquiries, securities/insurance tasks, and daily practice operations for Financial Advisors.
Role type
Licensed Client Service Administrator (1099 contractor)
Builds
Client account management, securities/insurance transaction processing, and administrative support for financial advisors.
Domain
Financial Services / Securities & Insurance
Deliverable
client delivery
Required skills
Securities registration (Series 7/66, 7/63/65, or 6/63/65), Insurance licensing/appointment, Client account research, Trade order entry, Insurance policy issuance, Fund value reporting, Document management, Customer communication, Microsoft Office proficiency
Preferred skills
2+ years customer service experience, Long-Term Care training completion, Variable insurance/annuities licensing
Technologies
Thrivent Financial computer systems, Electronic application systems, Microsoft Word, Excel, PowerPoint