Summary

　　The Licensed 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. This position is employed by Catalyst Financial. Compensation for this position is $27-35/hr depending upon licensure and experience.

　　Job Description

　　Responsibilities

　　Maintain inventory and purchase office supplies as needed

　　Process and distribute all physical mail

　　Track and record all business expenses

　　Develop and oversee Standard Operating Procedures for business

　　Execute on Standard Operating Procedures

　　Lead strategy, development, and implementation of projects

　　Monitor and support licensing and continuing education requirements for all members of the team

　　Develop and maintain all regulatory files

　　Manage utility providers and maintenance of equipment

　　Maintain professional appearance of all the office areas

　　Organize and maintain printed marketing materials for mailings and distribution

　　Assist with the organization and execution of events

　　Maintain CRM (Salesforce) Campaign information related to an event

　　File client meeting notes in (CRM) Salesforce, shared drive, and physical cabinets

　　Organize and maintain client correspondence

　　Maintain internal mailing lists, birthday card lists, and monthly calling lists

　　Maintain physical or electronic files

　　Version control of marketing materials

　　Maintain, organize, and follow up on Excel worksheets

　　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

　　Qualifications

　　Securities (6/63, 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required

　　Previous administrative/secretarial experience desired

　　Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)

　　Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

　　Ability to maintain integrity of sensitive/confidential information

　　Competencies

　　Planning/Organizing

　　Customer Focus

　　Communication

　　Interpersonal Skills

　　Teamwork and Collaboration

　　Adaptability/Flexibility

　　External/Internal Dependencies

　　Must be able to work with all office professional roles of Catalyst Financial

　　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 Catalyst Financial's 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 for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

　　All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

　　At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

　　For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

　　Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.