Client Service Administrator (Financial Services)

Location: Remote for candidates residing in the Central time zone, or in-office at the Manhattan or Council Grove, Kansas offices.

Salary: $18–20 per hour; 25–30 hours per week. This is a 1099 position.

Company

Flint Hills Group is an independent financial services practice of hirify.global Financial that helps clients analyze their financial situations, develop financial programs, and implement integrated financial strategies. hirify.global Financial is a faith-based, not-for-profit financial services organization serving approximately 2.6 million clients and supporting Christian communities and nonprofit organizations.

What you will do

• Respond to client service requests, answer basic client questions, and schedule client meetings.
• Prepare correspondence, reports, forms, applications, and special project materials for advisor review and approval.
• Assist Lead Advisors with client meeting preparation, follow-up, note-taking, documentation, and action tracking.
• Update Salesforce with client contact and preference information and retrieve reports from the portfolio management system.
• Research products and pricing, contact carriers for information, and support account opening and maintenance processes.
• Oversee assigned administrative programs and processing functions while collaborating with internal roles and external organizations.

Requirements

• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn them.
• Ability to handle multiple tasks and frequent interruptions while maintaining a high quality of work.
• Ability to maintain the integrity and confidentiality of sensitive information.
• Basic understanding of Flint Hills Group, its products, and its services.
• Ability to work with all roles within Flint Hills Group and represent the organization with external clients.
• Ability to cultivate and maintain relationships with outside organizations.
• Planning and organizing, customer focus, communication, interpersonal, teamwork and collaboration, and adaptability and flexibility competencies.
• Successful completion of a background verification and FBI fingerprint-record review is required as part of the hiring and contracting process.
• Access to Wealthscape requires compliance with the firm’s Code of Ethics, including maintaining outside brokerage accounts with designated firms.

Nice to have

• Previous financial services experience.

Culture & Benefits

• Immediate growth track toward Kansas Life & Health insurance licensing.
• Opportunity to pursue FINRA Securities exams, including SIE, Series 7, and Series 66.
• Part-time schedule of 25–30 hours per week with remote or office-based work options subject to location requirements.