Licensed Client Service Administrator

Thrivent

. Provide licensed administrative support to Flint Hills Group .

Posted 10/22/2026contractRemote • Kansas • United StatesJuniorMid-Level💰 $24 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing licensed administrative support, managing client inquiries, and handling securities and insurance-related tasks. Proficient in utilizing financial systems and maintaining confidentiality while delivering exceptional customer service.

Highest-signal resume keywords

Securities Registration (Series 7/66, 7/63/65, or 6/63/65)Insurance License/AppointedCustomer Service OrientationTechnical Computer AptitudeKnowledge of Thrivent Financial

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementDocumentation HandlingResearch SkillsClaims ProcessingSecurities Trade Order EntryInsurance Coverage AnalysisClient Financial Information GatheringCorrespondence PreparationData EntryMulti-tasking

Soft Skills

Communication SkillsRelationship BuildingIntegrityAdaptabilityAttention to Detail

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointThrivent Financial SystemsContact Management System

Certifications & Qualifications

Securities RegistrationInsurance LicenseLong-Term Care Training

Industry Keywords

Financial ServicesSecuritiesInsuranceAnnuitiesVariable ProductsClient MeetingsAdministrative SupportComplianceFINRA RegistrationConfidential Information

About the role

Key responsibilities & impact

Provide licensed administrative support to Flint Hills Group
Serve as a resource to Financial Advisors and clients/members by handling, researching, and communicating account inquiries
Support daily practice operations, including answering phones, managing pending business, handling documentation and paperwork, and using Thrivent Financial systems
Support securities and insurance-related tasks and other administrative tasks as assigned
Research client account inquiries and track pending business
Manage and process death claims
Provide fund values and answer securities, variable insurance and annuity, and investment advisory service questions when appropriately licensed
Prepare or coordinate routine correspondence, reports, and special projects
Support projects, program administration, and processing functions
Update the contact management system with client/member contact and preference information
Assist Financial Advisors with preparation and follow-up for client/member meetings
Collaborate with financial associates on client product changes
Communicate verbally or in writing with customers regarding financial matters
Conduct substantive research or information gathering used for securities product recommendations or investment advice
Obtain customer financial information
Accept and/or enter unsolicited securities trade orders from customers
Explain, discuss, or interpret insurance coverage and analyze exposures or contracts
Indicate whether requested coverage is or will be bound or issued
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Support variable insurance and annuity product questions and transactions when appropriately licensed
Enter Financial Advisor-provided information into electronic application systems and email, lock, sign, or submit it
Perform additional responsibilities according to licensure and business needs
Report to and be employed by Flint Hills Group

Requirements

What you’ll need

Must be securities registered (series 7/66, 7/63/65, or 6/63/65)
Must be insurance licensed/appointed
Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration
Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products
Previous administrative/secretarial experience desired
2+ years of demonstrated customer service orientation/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 products and services, and Thrivent Financial
Must be able to work with all roles of the Flint Hills Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Background verification required
Fingerprints required as part of FINRA registration process for submission to the Federal Bureau of Investigation
Persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy