Summary

Organization/Business Overview:
Arch City Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals Arch City Financial Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
The Licensed Client Service Administrator (CSA) position is critical for achieving leverage of the advisor’s time. This position supports daily operations of the practice including providing licensed support, responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Arch City Financial Advisors.

Benefits include: Salary of $70-75,0000 annually and PTO.

Job Description

Position Roles/Responsibilities/Accountabilities

Prepare correspondence, reports, and coordinate special projects Oversee projects, administration of various programs, and processing functions as neededDrive client facing activity in the practice by scheduling meetings with clients Update Salesforce with client contact and preference informationAssist Lead Advisors with preparation and follow up for client meetingsAttend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on Research products, product pricing and contacting carriers for informationAnswer 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 systemProvides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory servicesCollaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities productsVerbal or written communications with prospective or existing customers regarding financial mattersConducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)Obtaining customer financial and/or suitability informationAccepting and/or entering securities trade orders from customers, including unsolicited trade ordersSupport questions and transactions with variable insurance and annuities products, if appropriately licensedAdditional responsibilities may be assigned in accordance with licensure and business needs

 Position Qualifications

Securities or insurance industry experience preferred Must be securities registered (series 6/63, 7/63, 7/63/65 or 7/66).Must be insurance licensed/appointedMust be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registrationMust be willing to complete the appropriate Long Term Care training required in the states in which support work would be conductedIf work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable productsStrong 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 interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products, services, and Thrivent Financial

Competencies

Planning/OrganizingClient FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

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

As part of Arch City Financial Advisors' 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.

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