Client Service Administrator

Client Service Administrator Flint Hills Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. This position 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 is a 1099 position. Applicants can either go in office to the Manhattan/Council Grove, KS offices or must reside in Central time zone. Compensation is $18-20/hr. This position has an immediate growth track to obtain KS Life & Health insurance licensing as well as FINRA Securities exams (SIE, 7, 66).Position Roles/Responsibilities/Accountabilities Prepare correspondence, reports, and coordinate special projects Oversee projects, administration of various programs, and processing functions as needed Drive client facing activity in the practice by scheduling meetings with clients Update Salesforce with client contact and preference information Assist Lead Advisors with preparation and follow up for client meetings Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned onResearch products, product pricing and contacting carriers for information Answer basic questions for clients Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve Set up and retrieve reports in the portfolio management system Other responsibilities as assigned by the Lead Advisor Completes other miscellaneous tasks as assigned