Licensed Office Manager - Monarch Group - Lakewood, CA

Thrivent•Lakewood, CA

2d•Onsite

About The Position

Monarch Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Monarch Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial. The Licensed Office Manager is critical to keeping the daily operations of the practice running. Responsibilities include but are not limited to developing and overseeing operating procedures, maintaining records and client files, handling/distributing postal mail, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Licensed Office Manager reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Requirements

Previous administrative/secretarial experience desired
Securities license (6/63, 7/66 or 7/63 & 65) and Life, Health and Annuity license may be required depending on responsibilities
Strong interpersonal skills
Complete knowledge of financial products used by the firm
Thorough understanding of the technology used by the firm and how it applies to clients
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
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, services, and Thrivent Financial

Nice To Haves

Must be able to work with all roles of the Monarch Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Responsibilities

Maintain inventory and purchase office supplies as needed
Develop, oversee, and execute on Standard Operating Procedures
Maintain professional appearance of all office areas
Organize and maintain printed marketing materials for mailings, distribution and version control
Assist with the organization and execution of events
File client meeting notes in (CRM) Salesforce, shared drive.
Organize and maintain client correspondence including maintenance of internal and external event lists, mailing lists, and monthly calling lists
Maintain physical, regulatory, or electronic files
Supports projects, administration of various programs, and processing functions as needed
Provides back-up support on tasks for other staff members, as needed
Completes other miscellaneous tasks as assigned