Office Manager

Thrivent•Birmingham, AL

19d•$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, managing postal mail and practice email, ordering supplies, using Thrivent Financial systems and programs to support client relations, and completing other administrative tasks. The position reports to and is employed by Red Mountain Associates. This is a fully in-office position in Birmingham, Alabama, for 30 hours per week: Monday through Thursday, 9 a.m. to 4 p.m., and two hours on Friday. Compensation is $27–$32 per hour, depending on experience. The practice supports ongoing team growth and development. Candidates are subject to a background verification as part of the recruiting, hiring, or contracting process. Fingerprints will be submitted to the Federal Bureau of Investigation 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

Previous administrative or secretarial experience is desired.
Previous call center experience is desired.
Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn them.
Ability to handle multiple tasks and maintain high-quality work amid 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.
Ability to work with all roles at Red Mountain Associates.
Ability to represent the organization when working with external clients.
Ability to cultivate and maintain relationships with outside organizations.
Completion of a background verification and fingerprint submission for FBI review.
For Wealthscape access, compliance with the firm’s Code of Ethics, including maintaining outside brokerage accounts at a firm designated by TIMI.

Nice To Haves

Previous administrative or secretarial experience.
Previous call center experience.

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 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 office supplies and ensure office areas have a professional appearance.
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.