Office Manager

Thrivent•Willoughby Hills, OH

1d•$55,000 - $65,000•Onsite

About The Position

As financial professionals, we help clients combine their values and finances in ways that will enable them to reach their retirement goals. Through a full range of products and services, which may include insurance, annuities, and investments, we’ll help clients create a financial program designed exclusively by our clients. We pride ourselves on providing a high level of service. We do this by listening carefully to our clients, by responding in a timely manner to client questions and concerns, and by treating our clients with integrity at all times. We will work diligently to earn our client’s trust and to keep it. This position requires exceptional interpersonal and organizational skills, and detail-oriented work. Key responsibilities include overall administrative support to Todd Financial Associates, coordinate office related needs, office appearance and supplies management, and supporting client facing staff members. The Office Manager reports to and is employed by Todd Financial Associates.

Requirements

High School Diploma or Equivalent minimum
Previous administrative/secretarial experience desired
Demonstrate customer service orientation/experience required while working in a fast-paced office environment
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Ability to foster relationships with existing and new clients
Basic understanding of our products, services, and Thrivent
Organized
Detail oriented
Interpersonal skills
Communication
Customer focus
Teamwork and collaboration
Adaptability / Flexibility
Technologically savvy – Microsoft 365 suite, Zoom, and Teams
Must be able to work with all roles of Todd Financial Associates
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 Todd Financial Associates'' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process.
In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Responsibilities

Complete beginning of the day/ opening tasks
Clean and maintain office appearance / upkeep
Serve as primary point of contact for all office maintenance needs, coordinating vendors and service technicians to address needs efficiently
Manage office supplies inventory
Maintain and update office brochures and disclosures in coordination with compliance
Manage incoming and outgoing mail
Shared email management
Answer reception line and special reservation line as needed
Manage office voicemail
Meet and greet clients
Handle walk-in requests and non-scheduled client requests
Handle basic problems with customer accounts in Salesforce
Prefill, submit, send, request, scan, copy, and file client documents precisely and promptly
Accurate scheduling and calendar control
Comprehensive and accurate preparation of client meeting documents
Monitor application status reports routinely
Accurate record keeping
Attend client, business, and fraternal events
Participate in business planning projects
Participate in weekly staff meetings
Assist with coordinating and scheduling client events, workshops, business events, and fraternal events and meetings including set up and RSVP management as needed
Other tasks and responsibilities as assigned and needed
Completes other miscellaneous tasks as assigned