Client Service Administrator, Licensed (Financial Services)

Location: Remote (United States); part-time, 15–20 hours per week.

Salary: $25–30 per hour, depending on experience and licensure.

Company

hirify.global provides the financial systems and programs used to support client relations; the position is employed by Heritage Financial Group.

What you will do

• Handle incoming calls, practice email, information requests, and routine administrative work.
• Research client accounts, provide fund values, and answer securities, insurance, annuity, and investment advisory service questions within the scope of licensure.
• Prepare or coordinate correspondence, reports, routine projects, program administration, and processing activities.
• Schedule client/member meetings, assist with meeting preparation and follow-up, and update contact and preference information.
• Support product changes, marketing services, direct mail, seminars, meetings, and relationships with external organizations.
• Gather customer financial information, conduct substantive research for securities recommendations or investment advice, process unsolicited trade orders, and handle insurance coverage and contract transactions within the scope of licensure.

Requirements

• Fully licensed to be considered. Must hold securities registration through Series 7 and 66, or Series 7, 63, and 65.
• Must be insurance licensed and appointed, and hold all required registrations and appointments in every state where licensing activities are performed.
• Must complete required Long Term Care training in the states where support work is conducted.
• Variable insurance or annuity work requires the appropriate variable-product licenses, appointments, and registrations.
• Customer-service orientation or experience; 2+ years preferred.
• Previous administrative or secretarial experience desired.
• Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn them.
• Ability to manage multiple tasks and frequent interruptions while maintaining high-quality work.
• Ability to protect sensitive and confidential information.
• Basic understanding of hirify.global Financial products and services.
• Ability to work with all Heritage Financial Group roles, represent the organization with external clients, and maintain relationships with outside organizations.

Culture & Benefits

• Remote part-time schedule of 15–20 hours per week.
• Work includes collaboration with Financial Advisors, financial associates, internal roles, clients, and outside organizations.
• All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy; outside brokerage accounts must be maintained at designated firms.

Hiring process

• A background verification is required as part of the recruiting, hiring, and contracting process.
• Fingerprints are required for the FINRA registration process and submission to the FBI for review against nationwide fingerprint records.