Licensed Client Service Administrator

Summary


This position provides licensed administrative support to Cornerstone Financial Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Cornerstone Financial Group.

Position will be in office in Columbus, OH, however would consider virtual for right fit. $40,000-70,000 annually dependent upon experience. Benefits Include: PTO, Sick pay, Holidays, and Simple IRA with 3% match.


Job Description


Responsibilities
+ Enter client information into various systems
+ Prepa...