Office Manager

Thrivent Financial for Lutherans; Birmingham (AL); On-site; USD 37,000 - 44,000; Part time

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

Summary

This position provides administrative support to Red Mountain Associates. 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, scheduling appointments, 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 Red Mountain Associates.

This role is fully in office located in Birmingham, AL.

Hours: 30 hours; Monday - Thursday 9 a.m. to 4 p.m, 2 hours on Friday

Compensation: $27-32/hr. depending on experience.

Benefits: Simple IRA 3%match, PTO and holiday pay offered.

The practice supports ongoing growth and development among the team.

Position Roles/Responsibilities/Accountabilities

• Answer and appropriately triage all incoming phone calls and messages.
• Drive client facing activity by scheduling and coordinating meetings with clients across multiple time zones.
• Maintain advisor's calendar, managing multiple and complex schedules and preparing in advance for meetings and events.
• Greet clients and visitors upon arrival and ensure a welcoming, professional front office experience.
• Manage client correspondence, including mailing lists, card distributions, and compliance and marketing mailings.
• Maintain adequate office supplies and ensure a professional appearance of all office areas.
• Update Salesforce with accurate client contact information and communication preferences.
• Maintain organized physical and electronic client files in accordance with firm standards.
• Prepare correspondence and reports
• Coordinate special projects as assigned.
• Record checks received by inputting data into the blotter and client posting sheets.
• Provide comprehensive administrative support to advisors across a variety of functions and tasks.
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• Previous call center 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 Red Mountain Associates, 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 Red Mountain Associates
• 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 Red Mountain 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.

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.