Client Service Administrator

Summary

This position provides administrative support to SEMO Financial Advisors. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs 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, supporting insurance related tasks, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Kendra Troncale of SEMO Financial Advisors.

This full-time role is fully in-office out of Perryville, MO.

Hours: Monday- Friday; 9a - 5pm

Compensation is between $18-21/hr. depending on experience.

PTO available to start. There are no benefits offered with this position.

The ideal candidate is a driven individual with a strong desire to grow their career and assume greater responsibilities within our team. We offer a fast-tracked program to help you acquire your license quickly

Job Description

Position Roles/Responsibilities/Accountabilities

• Prepare correspondence, reports, and coordinate special projects
• Oversee projects, administration of various programs, and processing functions as needed
• Drive client facing activity in the practice by scheduling meetings with clients
• Update Salesforce with client contact and preference information
• Assist Lead Advisors with preparation and follow up for client meetings
• Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on
• Research products, product pricing and contacting carriers for information
• Answer basic questions for clients
• Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve
• Set up and retrieve reports in the portfolio management system
• Other responsibilities as assigned by the Lead Advisor

Position Qualifications

• Securities or insurance industry experience 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 our products and services, and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the practice.
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of SEMO Financial Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.