Office Manager
Office Manager
Posted on :
18-07-2025
Employer Active
1 Vacancy
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Job Description
Summary
Organization/Business Overview:Naperville Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Naperville Financial Consultants help our clients analyze their current situation develop in-depth financial programs and help them implement an integrated financial strategy.
Thrivent Financial is a faith-based not-for-profit 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:
The Office Manager is critical to keeping the daily operations of the practice running. Responsibilities include but are not limited to: developing and overseeing operating procedures maintaining records and client files 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 Naperville Financial Consultants.
This position is 30-40 hours a week working in office at their on site location. Compensation ranges between $26-28/hr dependent upon experience with annual bonus potential dependent upon team performance. No benefits are provided for this position.
Job Description
Position Roles/Responsibilities/Accountabilities
- Annual budgeting for practice and processing for year end
- Processes payroll and compensation management for advisors
- Track and record all business expenses and vendor relationships for the practice
- Enter client taxes in What If Tax software
- Run reports and monitor Advisor compensation splits
- Managing new hire interviewing and onboarding process
- Develop oversee and execute on Standard Operating Procedures
- Monitor and support licensing and continuing education requirements for all members of the team
- Assist with the organization and execution of events and economic updates
- File and enter client meeting notes in (CRM) Salesforce and shared drive
- Maintain physical regulatory or electronic files
- 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 assigned
Position Qualifications
- Previous bookkeeping/accounting experience preferred
- Previous leadership experience preferred
- QuickBooks experience preferred
- 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 work with all roles of the team
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
Compliance and Regulatory
As part of Naperville Financial Consultants 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
Full-Time
Key Skills
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