California Licensed Client Service Administrator

Job Summary

Providing licensed administrative support, the part-time California Licensed Client Service Administrator will handle client inquiries, manage communications, and assist Financial Advisors in a remote capacity, working 15-20 hours per week.

Key responsibilities

• Handles incoming calls and responds to client requests for information
• Researches inquiries regarding client accounts and provides product-related answers
• Schedules meetings with clients on behalf of Financial Advisors and supports administrative tasks

Required qualifications

• Must be securities registered (Series 7 & 66 or 7, 63, & 65)
• Must be insurance licensed/appointed in all states where activities are performed
• Previous administrative or secretarial experience is desired
• Demonstrated customer service experience, preferably 2+ years
• Strong technical aptitude with business tools such as Microsoft Office