Summary

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. This position reports to and is employed by David Thiel and Jessica Okamoto.

This position has an immediate growth tract to obtain NV Life, Health, and Annuity licensing as well as FINRAs SIE, 7/66 licensing. As each license is obtained there will be a compensation adjustment.

Compensation for this position is between $20-24/hr.

Job Description

Position Roles/Responsibilities/Accountabilities

Prepare or coordinate the preparation of correspondence, reports, and special projectsOversee projects, administration of various programs, and processing functions as neededDrive client facing activity in the practice by scheduling meetings with clientsUpdate Salesforce with client contact and preference informationAssist Lead Advisors with preparation and follow up for client meetingsMay attend client meetings and take notesResearch products, product pricing and contacting carriers for informationAnswer basic questions for clientsMay accept and/or enter trade orders from clients, including unsolicited trade ordersMay fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applicationsShow clients how to access their accounts and read statementsHandle requests for transfers of funds in and out of accountsFill out necessary forms for opening or maintaining accountsSet up and retrieve reports in the portfolio management systemOther responsibilities as assigned by the Lead Advisor

Position Qualifications

Previous industry experience preferred

Securities (7/66) and/of Life, Health, and Annuity registration may be requiredPrevious administrative/secretarial experience desiredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent Financial

Competencies

Planning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

As part of David and Jessica's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.