Client Service Administrator

About the Role

This position provides administrative support to Heart of Texas Associates, playing a critical role in ensuring a positive member experience. The incumbent will support daily operations, including answering phones, greeting members, handling mail and email, ordering supplies, utilizing Thrivent Financial systems, and performing other administrative tasks as assigned. This full-time, in-office role reports to Heart of Texas Associates and offers a compensation range of $18-$21/hr.

Responsibilities

• Handle incoming telephone calls and respond to requests for information
• Schedule meetings with clients/members on behalf of Financial Advisors
• Maintain office supplies and process mail
• Prepare routine correspondence, reports, and special projects
• Support projects, program administration, and processing functions
• Update the contact management system with client/member information
• Assist Financial Advisors in preparing for and following up on client/member meetings
• Provide back-up support for non-licensed tasks as needed
• Complete miscellaneous tasks as assigned

Qualifications

• Previous administrative/secretarial experience preferred
• Strong technical computer skills and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to multitask and maintain quality work in a fast-paced environment
• Ability to handle sensitive/confidential information with integrity
• Basic understanding of Heart of Texas Associates, its products, services, and Thrivent Financial

Skills

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

Benefits

• PTO
• Medical insurance
• Simple IRA with 3% match

As part of the hiring process, a background verification and fingerprint submission to the FBI will be required.