SummaryThe Office Manager is critical to keeping the daily operations of Front Street Associates running. Responsibilities include but are not limited to developing and overseeing operating procedures, maintaining records and client files, handling / distributing postal mail, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned.
The Office Manager reports to and is employed by Front Street Associates.This is a part time position working Monday & Wednesday 8 a.
m. to 4 p.m. or 9 a.m. to 5 p.m. and Fridays 8 a.m. to noon. or 9 a.m. to 1 p.m. Compensation for this position is $20 / hr.
Job DescriptionResponsibilities+ Maintain inventory and purchase office supplies as needed+ Process and distribute all physical mail+ Develop and oversee Standard Operating Procedures for business+ Execute on Standard Operating Procedures+ Lead strategy, development, and implementation of projects+ Monitor and support licensing and continuing education requirements for all members of the team+ Develop and maintain all regulatory files+ Manage utility providers and maintenance of equipment+ Organize and maintain printed marketing materials for mailings and distribution+ Assist with the organization and execution of events+ Maintain CRM (Salesforce) Campaign information related to an event+ File client meeting notes in (CRM) Salesforce, shared drive, and physical cabinets+ Organize and maintain client correspondence+ Maintain internal mailing lists, birthday card lists, and monthly calling lists+ Maintain physical or electronic files+ Version control of marketing materials+ Maintain, organize, and follow up on Excel worksheets+ Supports projects, administration of various programs, and processing functions as needed+ Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed+ Completes other miscellaneous tasks as assignedQualifications+ Previous administrative / secretarial experience desired+ Strong technical computer aptitude and knowledge of business tools (e.
g., Microsoft Word, Excel, PowerPoint, Salesforce)+ Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions+ Ability to maintain integrity of sensitive / confidential informationAs part of Front Street 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.
Determine the need for future access to Wealthscape. 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.
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers.
We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences.
If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more.
You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
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