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Licensed Office Manager

    • Olympia, Washington
  • Distribution
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Description

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.

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Licensed Office Manager

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Our DEI Perspective

At Thrivent, we know our organization is strengthened when we have a diverse team that reflects our clients and builds on the diverse perspectives of others.

We believe that humanity thrives when people make the most of all they've been given, which includes our history, heritage, individual and collective experiences. Take a moment to pause with us, reflect on where Thrivent is at in our DEI journey and look forward to the future in anticipation of great things to come.

Read our Diversity, Equity & Inclusion Report

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