Client Service Administrator
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Before you apply
Salary$20 – $25/hr
LocationRemote-California
Work moderemote · United States
Typepart-time
SeniorityEntry
Company size10,000+ people
PostedOct 29, 2026 · 1w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services, and Thrivent Financial
Obtain CA Life and Health license
Obtain FINRA securities licensing (SIE, 7/66)
Previous administrative/secretarial experience
Skills
Microsoft Word
Excel
PowerPoint
Summary
This position provides administrative support to Heritage Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, handling/distributing practice email, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Heritage Financial Group.
This is a part-time (15-20 hours) remote position. Immediate growth track to obtain CA Life and Health license as well as FINRA securities licensing (SIE, 7/66). Compensation is $20-25/hr dependent on experience.
Job Description
Position Roles/Responsibilities/Accountabilities
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Handles incoming telephone calls and responds to requests for information
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Performs routine administrative duties such as maintaining office supplies and processing mail
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Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
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Supports projects, administration of various programs, and processing functions as needed
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Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
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Update the contact management system with client/member contact and preference information
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Assist Financial Advisors in the preparation and follow up for the client/member meetings
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Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
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Completes other miscellaneous tasks as assigned
Position Qualifications
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Previous administrative/secretarial experience desired
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Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
•
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
•
Ability to maintain integrity of sensitive/confidential information
•
Basic understanding of our products and services, and Thrivent Financial
Competencies
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Planning/Organizing
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Customer Focus
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Communication
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Interpersonal Skills
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Teamwork and Collaboration
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Adaptability/Flexibility