Part-Time Office Manager: Client Ops & Admin

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

Benefits offered by this job

Simple IRA 3% match

PTO

Holiday pay

Job summary

Thrivent Financial's Red Mountain Associates in Birmingham, AL is seeking an Office Manager to provide front-office support, answer phones, schedule appointments, greet members, manage mail, and assist advisors with daily operations.

This 30-hour, in-office role offers a competitive hourly rate of $27–$32, Simple IRA with 3% match, PTO and holiday pay, and opportunities to work with Salesforce, Microsoft Office, and other Thrivent systems to support client relations.

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.

Responsibilities

• 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

Skills

Administrative/secretarial experience

Call center experience

Computer aptitude & MS Office

Multitasking

Confidential information handling

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Thrivent Financial's Red Mountain Associates in Birmingham, AL is seeking an Office Manager to provide front-office support, answer phones, schedule appointments, greet members, manage mail, and assist advisors with daily operations.

This 30-hour, in-office role offers a competitive hourly rate of $27–$32, Simple IRA with 3% match, PTO and holiday pay, and opportunities to work with Salesforce, Microsoft Office, and other Thrivent systems to support client relations.