Office Manager

Summary

As financial professionals, we help clients combine their values and finances in ways that will enable them to reach their retirement goals. Through a full range of products and services, which may include insurance, annuities, and investments, we’ll help clients create a financial program designed exclusively by our clients. We pride ourselves on providing a high level of service. We do this by listening carefully to our clients, by responding in a timely manner to client questions and concerns, and by treating our clients with integrity at all times. We will work diligently to earn our client’s trust and to keep it.

Job Description

This position requires exceptional interpersonal and organizational skills, and detail-oriented work. Key responsibilities include overall administrative support to Todd Financial Associates, office appearance and supplies management, and addressing or delegating client requests.

• Complete beginning of the day/ opening tasks
• Clean and maintain office appearance / upkeep
• Manage office supplies inventory
• Manage incoming and outgoing mail
• Email management
• Answer reception and special reservation line
• Manage office voicemail
• Meet and greet clients
• Handle walk-in requests and non-scheduled client requests
• Handle basic problems with customer accounts in Salesforce
• Prefill, submit, send, request, scan, copy, file client documents precisely and promptly
• Accurate scheduling and calendar control
• Comprehensive and accurate preparation of client meeting documents
• Monitor application status reports routinely
• Accurate record keeping
• Attend, assist with coordinating and scheduling client events, workshops, business events, and fraternal events and meetings including set up and RSVP management
• Participate in business planning projects
• Participate in weekly staff meetings

Education:

• High School Diploma or Equivalent minimum

Experience:

• Previous administrative/secretarial experience preferred

Other:

• Demonstrate customer service orientation/experience required while working in a fast-paced office environment
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Ability to foster relationships with existing and new clients
• Basic understanding of our products, services, and Thrivent

• Organized and detail oriented
• Interpersonal Skills
• Communication
• Customer Focus
• Teamwork and Collaboration
• Adaptability / Flexibility
• Technologically savvy – 365 Microsoft suite and Zoom

• Salary Range of $55,000 - $65,000
• Bonuses available
• Annual salary increase potential based upon annual performance review
• Medical, Dental, and Vision Benefits
• Eligible for 401(k)/retirement plan
• Hours: a typical work week is 8:30am-5pm
• Occasional evenings and weekends to attend client and fraternal events
• Minimal travel required
• Location: Monroeville, PA office and Allison Park, PA office as needed

As part of Todd Financial Assocaites' 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.