California Licensed Client Service Administrator

Job Summary

To support daily operations in a remote environment, the part-time California Licensed Client Service Administrator will manage client communications, assist Financial Advisors with meeting preparations, and perform various administrative tasks.

Key responsibilities

• Handle incoming calls and respond to requests for information
• Schedule meetings with clients on behalf of Financial Advisors and update the contact management system
• Assist in routine administrative duties, including maintaining office supplies and processing mail

Required qualifications

• Previous administrative or secretarial experience is desired
• Strong technical aptitude with business tools such as Microsoft Word, Excel, and PowerPoint
• Ability to manage multiple tasks while maintaining high-quality work
• Understanding of sensitive and confidential information handling
• Basic knowledge of financial products and services, particularly those related to Thrivent Financial