Office Manager
Core
Provides administrative support to financial advisors, managing front office operations, client scheduling, and correspondence.
Role type
Administrative Office Manager
Builds
Front office operations and client support for financial advisors
Domain
Financial Services
Deliverable
dashboards & analysis
Required skills
Phone triage, calendar management, client greeting, mail distribution, supply ordering, Salesforce data entry, file organization, report preparation
Preferred skills
Call center experience, Microsoft Office proficiency, multitasking under interruptions
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint, Thrivent Financial systems
Responsibilities
Answer and triage incoming calls, schedule and coordinate client meetings, maintain advisor calendars, greet clients and visitors, manage client correspondence and mailings, maintain office supplies and appearance, update Salesforce with client data, maintain physical and electronic client files, prepare correspondence and reports, record financial checks, coordinate special projects
Seniority
Individual Contributor, entry to mid-level