Vancouver, WA30+ days ago
conducting due diligence, etc) + Obtaining customer financial information + Accepting and/or entering securities trade orders from customers, including unsolicited trade orders + Explain, discuss, or interpret insurance coverage; analyze exposures or contracts + Indicate to customer that requested coverage is or will be bound or issued + Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts + Support questions and transactions with variable insurance and annuities products, if appropriately licensed + Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications + Previous administrative/secretarial experience desired + Must be securities registered (series 7 & 66 or 6 & 63). 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, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned.