Office Manager

Posted 10 Hours Ago
Be an Early Applicant
Midwest, WY
1-3 Years Experience
Insurance • Software
The Role
The Office Manager at Via Financial Consultants provides vital administrative support, handling tasks such as answering phones, managing correspondence, ordering supplies, and assisting in client relations. This role involves scheduling meetings, updating contact management systems, and supporting Financial Advisors in their preparation activities. Other duties include event coordination and general office management tasks.
Summary Generated by Built In

Summary

This position provides administrative support to Via Financial Consultants. 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 Manager reports to and is employed by Via Financial Consultants.
Compensation: $50-60,000 annually dependent upon experience.
Benefits:
- Major Medical, Dental and Vision
- Simple IRA with 3% match
- Time off
- Dependent Care Flex Spending

Job Description

Position Roles/Responsibilities/Accountabilities

  • Handles incoming telephone calls to Via Financial Consultants 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 Advisors
  • Update the contact management system with client/member contact and preference information
  • Assist Financial Advisors in the preparation and follow up for the client/member meetings
  • Coordinating events and handling all marketing activities
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Calendar and email management for Lead Advisors
  • 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 Via Financial Consultants, our products and services, and Thrivent Financial

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 Via Financial Consultants
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Via Financial Consultants 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.

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.

Top Skills

Excel
Microsoft Word
PowerPoint
The Company
HQ: Minneapolis, MN
7,504 Employees
On-site Workplace
Year Founded: 1902

What We Do

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.

With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs. 

As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.

For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

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