Office Manager

Compensation

: $58,670.00 - $80,180.00 /year *

Employment Type

: Full-Time

Industry

: Administrative/Clerical



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Summary

Organization/Business Overview:
Awaken Wealth Partners is an independent financial services practice of Thrivent Advisor Network. We are a holistic planning and wealth management firm helping our clients achieve multiple life and financial goals. Awaken Wealth Partners helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Awaken Wealth Partners is looking to add a full time Office Manager to the team.

Position summary:
This position provides administrative support to Awaken Wealth Partners. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Professional reports to and is employed by Awaken Wealth Partners.


Job Requirements:

Job Description

Job Duties and Responsibilities

  • Handles incoming telephone calls to Awaken Wealth Partners and responds to requests for information
  • Performs routine administrative duties such as maintaining office supplies and processing mail
  • 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
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice s Financial Representatives
  • Update the contact management system with client/member contact and preference information
  • Assist Financial representatives in the preparation and follow up for the client/member meetings
  • Tracks practice expenses and oversees the practice bill paying
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Participates in the business planning process
  • Completes other miscellaneous tasks as assigned


Position Qualifications

  • Previous administrative/secretarial experience required
  • 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 Awaken Wealth Partners, our products and services, and valued business partners.

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 Awaken Wealth Partners
  • Must be able to represent the organization in working with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Awaken Wealth Partners 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.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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