Service Administrator Visa Sponsorship Jobs in California
Service administrator visa sponsorship jobs in California are concentrated across the state's technology, healthcare, and enterprise software sectors. Major employers include Salesforce, Oracle, and Kaiser Permanente, with strong hiring in San Francisco, San Jose, Los Angeles, and San Diego. International candidates on H-1B visa or green card pathways find consistent demand across California's large enterprise and mid-market employer base.
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This position provides licensed administrative support to Heritage Financial Group. 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, handling/distributing practice email, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Heritage Financial Group.
This is a part-time (15-20 hours a week) remote role. Must be fully licensed to be considered for this position. Compensation is $25-30/hr dependent upon experience and licensure.
Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls and responds to requests for information
- Researches inquiries regarding client accounts
- Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
- Performs routine administrative duties
- Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
- Supports projects, administration of various programs, and processing functions as needed
- Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
- Updates the contact management system with client/member contact and preference information
- Assists Financial Advisors in the preparation and follow up for the client/member meetings
- Collaborates with financial associates to assist client with product changes
- Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
- Verbal or written communications with prospective or existing customers regarding financial matters
- Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. 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 7, 63, & 65).
- Must be insurance licensed/appointed
- Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
- Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted.
- If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
- Demonstrated customer service orientation/experience, 2+ years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products and services, and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Heritage Financial Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Heritage Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Remote
Summary
This position provides licensed administrative support to Heritage Financial Group. 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, handling/distributing practice email, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Heritage Financial Group.
This is a part-time (15-20 hours a week) remote role. Must be fully licensed to be considered for this position. Compensation is $25-30/hr dependent upon experience and licensure.
Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls and responds to requests for information
- Researches inquiries regarding client accounts
- Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
- Performs routine administrative duties
- Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
- Supports projects, administration of various programs, and processing functions as needed
- Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
- Updates the contact management system with client/member contact and preference information
- Assists Financial Advisors in the preparation and follow up for the client/member meetings
- Collaborates with financial associates to assist client with product changes
- Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
- Verbal or written communications with prospective or existing customers regarding financial matters
- Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. 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 7, 63, & 65).
- Must be insurance licensed/appointed
- Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
- Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted.
- If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
- Demonstrated customer service orientation/experience, 2+ years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products and services, and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the Heritage Financial Group
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Heritage Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Remote
Service Administrator Job Roles in California
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Search Service Administrator Jobs in CaliforniaService Administrator Jobs in California: Frequently Asked Questions
Which companies sponsor visas for service administrators in California?
California's largest tech and healthcare employers are among the most active sponsors for service administrator roles. Companies such as Salesforce, Oracle, Cisco, Hewlett Packard Enterprise, and Kaiser Permanente have documented histories of filing for administrative and operations roles. Enterprise software firms in the San Francisco Bay Area and large managed service providers in Los Angeles and San Diego also sponsor regularly, particularly for roles supporting IT service management and client operations.
Which visa types realistically fit service administrator roles in California?
Service administrator roles in California are most commonly filled through H-1B sponsorship when the position requires a bachelor's degree in a directly related field such as information systems, business administration, or computer science, qualifying it as a specialty occupation. F-1 students may work under OPT while seeking permanent sponsorship. EB-2 and EB-3 employment-based green cards are also viable long-term pathways when employers are willing to pursue permanent labor certification through the PERM process.
How to find service administrator visa sponsorship jobs in California?
Migrate Mate is built specifically for this search. It lists California employers with verified sponsorship histories for service administrator roles, so you can focus on companies that have already filed for similar positions rather than applying broadly and hoping. You can filter by location across California's major metro areas including San Francisco, Los Angeles, and San Diego, making your job search more targeted and efficient from the start.
Which cities in California have the most service administrator sponsorship jobs?
San Jose and San Francisco lead for service administrator sponsorship activity, driven by the Bay Area's concentration of enterprise technology companies and IT service organizations. Los Angeles follows closely, with demand from entertainment technology, healthcare systems, and business process outsourcing firms. San Diego has a growing presence through biotech and defense-adjacent service operations, while Sacramento sees demand from state government contractors and regional healthcare networks.
Are there state-specific factors that affect service administrator hiring and sponsorship in California?
California's size and industry diversity create strong demand for service administrators across multiple sectors. The state's large university system produces a significant pipeline of international graduates on OPT, many of whom pursue H-1B sponsorship through California-based employers. California also has a high concentration of H-1B-dependent employers in the technology sector, which can affect prevailing wage obligations and internal sponsorship processes. Candidates with experience in ITIL frameworks or cloud service platforms tend to see stronger sponsorship interest from California employers.
What is the prevailing wage for sponsored service administrator jobs in California?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.