Office Manager
Office Manager
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Job Description
Summary
Jacob Anderson is an independent financial services practice of Thrivent Financial. We take a broadbased approach to helping our clients achieve financial goals. Jacob Anderson helps our clients analyze their current situation develop indepth financial plans and help them implement an integrated financial strategy.Thrivent Financial is a faithbased notforprofit financial services organization with approximately 2.6 million clients. As the nations largest fraternal benefit society were here solely to help others. We help every day through the financial solutions we offer the client activities we support and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
This position provides administrative support to Jacob Anderson. This role is critical to our client experience and requires a friendly upbeat demeanor. This individual will support the daily operations of the practice including but not limited to: answering the phones meeting/greeting clients handling/distributing 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 relationship manager reports to and is employed by Jacob Anderson.
This position is compensating between $2022/hr and will be in office in Ferndale WA. Parttime between 1520 hours a week. Opportunities for growth and advancement within the team.
Job Description
Position Roles/Responsibilities/Accountabilities
- Meeting and greeting clients for the local office
- Handles incoming telephone calls to Jacob Anderson and responds to requests for information
- Performs routine administrative duties such as maintaining office supplies data entry of information and processing mail
- Prepares routine correspondence reports and special projects
- Supports projects administration of various programs and processing functions as needed
- Drive client facing activity in the practice by scheduling meetings with clients on behalf of the practices Financial Advisors
- Update the contact management system with client contact and preference information
- Assist Financial Advisors in preparation and follow up of client meetings
- Provides backup support on tasks that do not require any type of licensing or registration for other staff members as needed
- Completes other miscellaneous tasks as assigned
Position Qualifications
- Previous administrative/secretarial experience desired
- 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 our products services and Thrivent Financial
Competencies
- Planning/Organizing
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to cultivate and maintain relationships with outside organizations
Compliance and Regulatory
As part of Jacob Anderson recruiting/hiring/contracting process a verification of a candidates 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.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Required Experience:
IC
Employment Type
Part-Time
