Office Manager

Thrivent • Birmingham, AL

6d • $27 - $32 • Onsite

About The Position

The Office Manager provides administrative support to Red Mountain Associates and plays a critical role in the member experience. The role supports the practice’s daily operations, including answering phones, scheduling appointments, greeting members, handling postal mail and practice email, ordering supplies, using Thrivent Financial systems and programs to support client relations, and completing other administrative tasks. The position is employed by Red Mountain Associates and reports to Red Mountain Associates.

This is a fully in-office position in Birmingham, Alabama, with a 40-hour Monday–Friday schedule. Compensation is $27–$32 per hour, depending on experience. The practice supports ongoing growth and development among its team.

Hiring includes a background verification and fingerprint submission to the FBI for review against nationwide fingerprint records. People with access to Wealthscape are considered Access Persons and must comply with the firm’s Code of Ethics, including maintaining outside brokerage accounts at a firm designated by TIMI.

Requirements

• Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.
• Basic understanding of Red Mountain Associates, its products and services, and Thrivent Financial.

Nice To Haves

• Previous administrative or secretarial experience.
• Previous call center experience.
• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn.

Responsibilities

• Answer and appropriately triage incoming phone calls and messages.
• Schedule and coordinate client meetings across multiple time zones.
• Maintain the advisor’s calendar, manage multiple complex schedules, and prepare for meetings and events.
• Greet clients and visitors and provide a welcoming, professional front office experience.
• Manage client correspondence, including mailing lists, card distributions, and compliance and marketing mailings.
• Maintain adequate office supplies and ensure office areas appear professional.
• Update Salesforce with accurate client contact information and communication preferences.
• Maintain organized physical and electronic client files in accordance with firm standards.
• Prepare correspondence and reports.
• Coordinate special projects as assigned.
• Record checks received by entering data into the blotter and client posting sheets.
• Provide administrative support to advisors across a variety of functions and tasks.
• Complete other miscellaneous tasks as assigned.

Benefits

• Simple IRA with a 3% match.
• Paid time off.
• Holiday pay.
• Ongoing growth and development support.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed