Licensed Client Service Administrator

TL;DR

Licensed Client Service Administrator (Financial Services): Provides licensed administrative support to financial advisors, handling client inquiries, account research, securities products, and insurance tasks with an accent on compliance, client relations, and operational efficiency. Focus on scheduling meetings, updating contact systems, processing transactions, and supporting marketing activities.

Must be securities registered (Series 7 & 66 or 6 & 63) and insurance licensed/appointed in all relevant US states; willing to obtain licenses within 30 days if needed.

$30-35/hr (32 hours/week)

Company

hirify.global Financial is a financial services organization offering advice, investments, insurance, and banking products.

What you will do

• Handle incoming calls, research client account inquiries, and provide information on securities, variable insurance, annuities, and investment advisory services.
• Perform administrative duties including managing mail, supplies, correspondence, reports, and contact management systems.
• Schedule client meetings, assist with preparation and follow-up, and collaborate on product changes.
• Drive marketing activities such as direct mail, seminars, and fraternal events.
• Support securities trades, insurance transactions, and due diligence while maintaining compliance.

Requirements

• Must hold securities registrations (Series 7 & 66 or 6 & 63) and be insurance licensed/appointed in all states where activities are performed.
• Willing to complete Long Term Care training and variable products licensing if applicable.
• 2+ years customer service experience preferred; previous administrative/secretarial experience desired.
• Strong computer skills (Microsoft Word, Excel, PowerPoint) and ability to multitask under interruptions.
• Basic understanding of financial products and services; maintain confidentiality.

Culture & Benefits

• Sick pay and holiday pay provided.
• Collaborative team environment with financial advisors and associates.
• Focus on customer service, planning, communication, and adaptability.