Office Manager

Summary

Pacific Northwest Consultants is an independent financial services practice of Thrivent. We take a broad-based approach to helping Thrivent members achieve multiple financial goals. Pacific Northwest Consultants helps members analyze their current situation, develop in-depth financial programs, and implement an integrated financial strategy.

Thrivent 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.

Position summary:

This full-time position provides overall office administrative support to the Pacific Northwest Consultants. This fast-paced position requires excellent attention to detail and organization skills, and the ability to take the client service processes to the next level of effectiveness and efficiency. This role is critical to our member experience and requires a friendly, upbeat demeanor. The individual supports the daily operations of the practice, including, but not limited to: meeting/greeting clients, answering the phones, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The ideal candidate will be a driven individual who wants to be part of achieving goals and growing in the business. The Office Manager is employed by Pacific Northwest Consultants.

This position will be in office in Spokane and is a full-time position. Compensation is between $45,000-$50,000 annually dependent upon experience. Benefits include: IRA with match, monthly medical reimbursement, PTO, and sick time. IRA and medical benefit available after six-month probationary period.

Job Description

Position Roles/Responsibilities/Accountabilities

• Fosters relationships with existing and new clients/members
• Drives client facing activity by scheduling meetings with client/members on behalf of the Financial Advisors
• Handles incoming telephone calls to Pacific Northwest Consultants and responds to requests for information
• Manages office services by ensuring office operations and procedures are organized, effective, and efficient. Creates and implements new systems/processes to drive effectiveness and efficiency as needed.
• Performs routine administrative duties such as maintaining office supplies and processing mail.
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects.
• Ensures team goals/priorities are being met and maintained through communication between staff and promoting activities that enhance overall team performance.
• Allocates tasks and assignments to team based on appropriate roles and coordinate team roles to ensure maximum efficiency.
• Supports event planning and takes the lead on this where asked.
• Updates the contact management system with client/member contact and preference information.
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed.
• Supports the overall operations of the practice.
• Develop, implement, and monitor procedures, policies or standards in client service model processes.
• Determines current trends and provides a review to the team to act on as needed.
• Create and promote additional opportunities for Pacific Northwest Consultants to meet with new and existing customer/members – strategic thinking ability is needed.
  
  

Position Qualifications

• Demonstrated customer service orientation/experience required while working in a fast-paced 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
• Ability to maintain integrity of sensitive/confidential information
  
  

Competencies

• Self-starter
• Organized and detail oriented
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility
• Willing to learn and be challenged
  
  

External/Internal Dependencies

• Must be compatible and able to work with all team members
• Must be able to represent the organization in work with external clients
• Ability to cultivate and maintain relationships with outside organizations
  
  

As part of Pacific Northwest Consultant’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required 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.