Licensed Administrative Assistant
2 days ago
Thrivent Financial is a holistic financial services organization dedicated to serving the unique needs of its customers. As a member-owned fraternal organization, we focus on helping people build their financial futures and live more generous lives.
Job Summary
We are seeking a detail-oriented Licensed Administrative Assistant to provide support to our Financial Advisors and clients. The ideal candidate will have experience in securities registration, insurance licensing, and customer service.
Key Responsibilities
- Administrative Support: Provide licensed administrative support to Harbor Financial Group, handling inquiries regarding client accounts and supporting daily operations.
- Client Service: Welcome clients, answer calls, triage messages, and schedule meetings with clients on behalf of Financial Advisors.
- Research and Analysis: Research inquiries regarding client accounts, provide fund values, and answer product-related questions.
- Office Administration: Perform routine administrative duties, maintain office supplies, process mail, and prepare correspondence.
Required Skills and Qualifications
To be successful in this role, you should have:
- Previous administrative/secretarial experience desired
- Securities registration (Series 7 & 66 or 6 & 63)
- Insurance licensing/appointment
- Demonstrated customer service orientation/experience
- Strong technical computer aptitude and knowledge of business tools
Benefits
We offer a competitive salary range of $32-36 per hour, depending on experience and licensure. This full-time position is approximately 30-40 hours per week.
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