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Office Manager
Thrivent Financial
Piqua, OH, United States
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Summary
A successful independent Financial Representative of Thrivent Financial is looking to add a full time Office Manager to his team in his Piqua, OH location. Thrivent Financial’s representatives’ take a customized approach to helping their members achieve multiple financial goals. See the difference with this team as they help members analyze their current situation, develop in-depth financial programs, and implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million members. 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 member activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
ABOUT YOU:
You are customer focused, organized, and inventive. You are able to handle multiple details, follow-through and help the clients feel supported and appreciated. If this sounds like you - we would love to talk with you! The Office Manager reports to and is employed by the independent Financial Representative. Medical benefits are not provided by Thrivent Financial.
RESPONSIBILITIES:
• Supports the overall operations of the practice, including utilizing Thrivent computer systems and programs in support of client relations, supporting insurance related tasks, and other projects as assigned (Salesforce, Storefront, etc.)
• Enthusiastic and creative in developing and maintaining systems of organization
• Acts as a guide to the Financial Representative(s) sharing marketing ideas and practices to help grow the business; implement, lead and monitor marketing and social media projects and processes
• Help with the coordination of client events, workshops, seminars, and Action Team volunteer opportunities
• You will be the first point of contact for members/clients in-person and phone
• You will answer calls, schedule and confirm client appointments and greet clients/members
• Collaborate with the home office to maintain and follow up on pending business, outstanding requirements, etc. to keep the business moving forward
POSITION QUALIFICATIONS:
• Insurance licensed or willing to obtain within 90 days of hire/contract
• Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 6 months of hire/contract.
• Excellent customer service orientation/experience required while working in a dynamic office environment
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, databases – Salesforce) or ability to quickly learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Traits we Value:
• Extraordinary customer support - clients notice and see the difference
• You are self-directed and inventive
• You are innately organized – it’s who you are
• You adopt systems and processes and have a real passion for continual learning
• You have a strong work ethic; prompt, conscientious - professional and personal integrity
As part of the recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process and for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.