California Licensed Client Service Administrator

To support daily operations in a remote environment, the part-time California Licensed Client Service Administrator will manage client communications, assist Financial Advisors with meeting preparations, and perform various administrative tasks. Key responsibilities Handle incoming calls and respond to requests for information Schedule meetings with clients on behalf of Financial Advisors and update the contact management system Assist in routine administrative duties, including maintaining office supplies and processing mail Required qualifications Previous administrative or secretarial experience is desired Strong technical aptitude with business tools such as Microsoft Word, Excel, and PowerPoint Ability to manage multiple tasks while maintaining high-quality work Understanding of sensitive and confidential information handling Basic knowledge of financial products and services, particularly those related to Thrivent Financial