Client-Focused Office Manager - Part-Time, In-Office

Thrivent Financial for Lutherans

Birmingham (AL)

On-site

USD 37,000 - 44,000

Part time

5 days ago
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Benefits offered by this job

Simple IRA 3% match
PTO and holiday pay

Job summary

Red Mountain Associates in Birmingham, AL seeks an Office Manager to provide essential administrative support across the practice, ensuring a friendly, professional front-office experience for members. You will handle phones, scheduling, mailings, and client communications while maintaining organized files and supporting advisors across multiple tasks.

This in-office role offers 30 hours per week, Monday-Thursday 9am-4pm and Friday 9am-11am with compensation of $27-32 per hour, plus Simple IRA

Qualifications

  • Experience in administrative/secretarial roles preferred.
  • Experience in call centers preferred.
  • Strong computer skills and ability to learn new software.
  • Ability to manage multiple tasks with interruptions.
  • Ability to handle confidential information.

Responsibilities

  • Answer and triage all incoming calls.
  • Schedule meetings across multiple time zones.
  • Maintain advisor's calendar and prepare for meetings.
  • Greet clients and provide a welcoming front-office experience.
  • Manage client communications and mailing lists.
  • Maintain office supplies and professional appearance.
  • Update Salesforce with client contact information and preferences.
  • Maintain organized physical and electronic client files.
  • Prepare correspondence and reports.
  • Coordinate special projects as assigned.
  • Record checks into blotter and client posting sheets.
  • Provide administrative support across various functions.
  • Complete other miscellaneous tasks.

Skills

Administrative experience
Call center experience
Calendar management
Client relations
Multi-tasking

Tools

Microsoft Word
Microsoft Excel
PowerPoint

Job description

Red Mountain Associates in Birmingham, AL seeks an Office Manager to provide essential administrative support across the practice, ensuring a friendly, professional front-office experience for members. You will handle phones, scheduling, mailings, and client communications while maintaining organized files and supporting advisors across multiple tasks.

This in-office role offers 30 hours per week, Monday-Thursday 9am-4pm and Friday 9am-11am with compensation of $27-32 per hour, plus Simple IRA

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