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 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 on + Research 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 + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services + Collaborate with financial associates to assist customer/member to purchase, sell, hold or exchange securities products + Verbal or written communications with prospective or existing customers regarding financial matters + Conducting 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 information + Accepting and/or entering securities trade orders from customers, including unsolicited trade orders + Support questions and transactions with variable insurance and annuities products, if appropriately licensed + Additional 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/appointed + Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration + Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted + If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products + 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, services, and Thrivent Financial Competencies + Planning/Organizing + Client Focus + Communication + Interpersonal Skills + Teamwork and Collaboration + Adaptability/Flexibility External/Internal Dependencies + Must be able to work with all roles of Arch City Financial Advisors + Must be able to represent the organization in work with external clients + Must 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. 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. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.