Office Manager

Thrivent; Newberry (SC); On-site; Full time

Job summary

An established industry player is seeking an Office Manager to ensure smooth daily operations. This role involves overseeing operating procedures, managing client files, and supporting team licensing requirements. With a strong focus on customer service and teamwork, you will play a vital role in maintaining the office's professional appearance and organization. The position offers a clear growth trajectory, including opportunities for licensing and compensation adjustments within the first six months. If you're detail-oriented and thrive in a dynamic environment, this is the perfect opportunity for you.

Benefits

Holiday Pay

Paid Time Off (PTO)

Qualifications

• Previous administrative experience is desired for this role.
• Strong technical skills with business tools are essential.

Responsibilities

• Maintain office supplies and oversee operating procedures.
• Organize client files and handle postal mail efficiently.
• Support licensing and continuing education requirements.

Skills

Administrative Experience

Technical Computer Aptitude

Multitasking

Integrity of Confidential Information

Education

High School Diploma or Equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Summary

Canopy Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Canopy Financial Group helps 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 nation's largest fraternal benefit society, we're 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, handling/distributing postal mail, ordering supplies, 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 Canopy Financial Group.

This position has an immediate licensing growth track in the first six months with two compensation readjustments; the position will then become a Licensed Office Manager. This position is full time sitting out of the Newberry office; compensation is $20/hr to start. Benefits include: Holiday Pay and PTO. This role also has a 3–5-year growth plan trajectory in place.

Job Description

Position Roles/Responsibilities/Accountabilities

• Maintain inventory and purchase office supplies as needed.
• Process and distribute all physical mail.
• Track and record all business expenses and vendor relationships for the practice.
• Develop, oversee, and execute on Standard Operating Procedures.
• Monitor and support licensing and continuing education requirements for all members of the team.
• Maintain professional appearance of all office areas.
• Organize and maintain printed marketing materials for mailings, distribution, and version control.
• Assist with the organization and execution of events.
• File client meeting notes in (CRM) Salesforce, shared drive, and physical cabinets.
• Organize and maintain client correspondence including maintenance of internal and external event lists, mailing lists, birthday card lists, and monthly calling lists.
• Maintain physical, regulatory, or electronic files.
• Support projects, administration of various programs, and processing functions as needed.
• Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.
• Complete 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 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 the practice.
• 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 Canopy Financial Group's 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.