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Licensed Client Service Administrator
Thrivent
Remote, USA
Full-time
Mid
Remote
USD 60000-70000 yearly / year
Discovered 1 weeks ago
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Requirements
- Series 7/66 licensing
- State Life and Health insurance licensing
- Experience working with financial advisors on implementation
- Excellent communication skills, verbal and written
- Ability to thrive in high volume, fast paced environment
- Strong attention to detail
- Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn
- Ability to work independently, prioritize tasks, and self-direct to meet deadlines
- Ability to maintain the integrity of sensitive/confidential information
- Desire to work collaboratively and support peers
Compensation
- Compensation with experience – target range $60,000 - $70,000/year
- 80 hours of Paid Time Off and 20 hours Volunteer Time Off in first year
- Simple IRA plan with employer match
- Health insurance plan premium reimbursement
- As part of Gateway Associates' 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 a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
- All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
- Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
- Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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