Licensed Administrative Assistant

2 days ago

Gig Harbor, United States Thrivent Financial Full time

Summary This position provides licensed administrative support to Harbor Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts 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, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Administrative Assistant reports to Chad Alvarado and is employed by Harbor Financial Group. This position is 30-40 hours a week, compensating between $32-36/hr dependent upon experience and licensure. Job Description Position Roles/Responsibilities/Accountabilities Welcome clients in a warm manner as they arrive into the office Answer and triage all incoming calls and messages appropriately Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors Researches inquiries regarding client accounts Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Updates the contact management system with client/member contact and preference information Assists Financial Advisors in the preparation and follow up for the client/member meetings Collaborates with financial associates to assist client with product changes Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings Verbal or written communications with prospective or existing customers regarding financial matters Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc) Obtaining customer financial information Accepting and/or entering securities trade orders from customers, including unsolicited trade orders Explain, discuss, or interpret insurance coverage; analyze exposures or contracts Indicate to customer that requested coverage is or will be bound or issued Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts Support questions and transactions with variable insurance and annuities products, if appropriately licensed Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Previous administrative/secretarial experience desired Must be securities registered (series 7 & 66 or 6 & 63). 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. Demonstrated customer service orientation/experience, 2+ years 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 Harbor Financial Group, 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 Harbor Financial Group 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 Harbor Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

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