Office Manager

Summary

Wise Oak 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. Wise Oak 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 assigned. The Office Manager reports to and is employed by Wise Oak Financial Group.

This position is part time working up to 20 hours a week (9:30 a.m. to 1:30 p.m. Monday – Friday). Monday - Thursday in office, Fridays working remotely. Compensation is $22/hr. Immediate growth opportunity with Life & Health Licensing as well as Securities licensing (SIE, Series 7/66) in first year required. Opportunity for additional hours and compensation in the future.

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
• Supports projects, administration of various programs, and processing functions as needed
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Completes other miscellaneous tasks as assigned

Position Qualifications

• Previous administrative/secretarial experience desired
• Previous leadership experience preferred
• 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, services, and Thrivent Financial

Competencies

• Planning/Organizing
• Client Focus

• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Wise Oak Financial Group
• 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 Wise Oak 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.

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.