Summary

Organization/Business Overview:
Naperville Financial Consultants is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Naperville Financial Consultants help our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. 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 client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
The 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, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Manager reports to and is employed by Naperville Financial Consultants.

This position is 30-40 hours a week working in office at their on site location. Compensation ranges between $26-28/hr dependent upon experience with annual bonus potential dependent upon team performance. No benefits are provided for this position.

Job Description

Position Roles/Responsibilities/Accountabilities

Annual budgeting for practice and processing for year endProcesses payroll and compensation management for advisors  Track and record all business expenses and vendor relationships for the practice  Enter client taxes in What If Tax software  Run reports and monitor Advisor compensation splitsManaging new hire interviewing and onboarding processDevelop, oversee, and execute on Standard Operating ProceduresMonitor and support licensing and continuing education requirements for all members of the teamAssist with the organization and execution of events and economic updates    File and enter client meeting notes in (CRM) Salesforce and shared driveMaintain physical, regulatory, or electronic filesSupports projects, administration of various programs, and processing functions as neededProvides back-up support on tasks that do not require any type of licensing or registration for other staff members, as neededCompletes other miscellaneous tasks as assigned

Position Qualifications

Previous bookkeeping/accounting experience preferredPrevious leadership experience preferredQuickBooks experience 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 our products, services, and Thrivent Financial

Competencies

Planning/OrganizingClient FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the teamMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

Compliance and Regulatory
As part of Naperville Financial Consultants’ 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.