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Office Manager

Employer
Thrivent Financial for Lutherans
Location
Downers Grove
Salary
Competitive

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Industry
Office and Administration
Role
Manager
Job Type
Long-Term
Hours
Full Time
SummaryOrganization/Business Overview: Thrivent an established financial services practice for Thrivent in Downers Grove is looking for a part-time (20-30 hrs) Office Manager. We're hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we'd like to connect with you.Position summary:This position provides administrative support to Paul Hoyem This position serves as a resource to Financial Representatives and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Office Manager Professional reports to and is employed by Paul Hoyem***This position does NOT provide medical benefits.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls to Paul Hoyem and responds to requests for informationResearches inquiries regarding client accountsPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrives client facing activity in the practice by scheduling meetings with client on behalf of the practice's Financial RepresentativesUpdates the contact management system with client contact and preference informationAssists Financial representatives in the preparation and follow up for the client meetingsParticipates and drives marketing services including direct-mail, fraternal activities, seminars, meetingsVerbal or written communications with prospective or existing customers regarding financial mattersAdditional responsibilities may be assigned in accordance with licensure and business needsPosition QualificationsPrevious administrative/secretarial experience desiredMust be securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.Demonstrated customer service orientation/experience, 2+ years preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of Paul Hoyem our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the businessMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Paul Hoyem 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 a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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