Why Join Thrivent?

Thrivent is a mission-driven, not-for-profit financial services organization dedicated to helping people build their financial futures while making a positive impact in their communities. As a Fortune 500 company with a strong presence in Agawam, Massachusetts, Thrivent offers a collaborative environment where faith, finance, and community converge. Our Office Manager role at Shuttleworth Financial Group, a valued Thrivent partner, provides an opportunity to lead a dynamic team in delivering 'Best in Class' service. Fully in-office in Agawam, MA, this position empowers you to shape operations, foster team growth, and drive client success. Join us to advance your career in financial services while aligning with our values of generosity, integrity, and stewardship. Thrivent supports professional development through ongoing training, mentorship, and a culture that celebrates teamwork and innovation.

Role Description

The Office Manager at Thrivent's Shuttleworth Financial Group in Agawam, Massachusetts, is the backbone of our office operations. Reporting directly to senior leadership, you will oversee all support staff, ensuring seamless daily operations and exceptional client service. This hands-on leadership role involves managing team performance, regulatory compliance, technology systems, marketing initiatives, and event coordination. With a focus on operational efficiency and growth, you'll handle complex client requests, advisor training, and business pipeline management. Ideal for seasoned professionals passionate about financial services, this position demands strong organizational skills, leadership acumen, and a commitment to Thrivent's mission. Fully in-office, it's perfect for those thriving in a fast-paced, client-focused environment.

Detailed Responsibilities

• Lead, supervise, and support office staff to ensure operational efficiency and fulfillment of daily client service requests.
• Train, coach, and mentor support staff, fostering professional growth and high performance standards.
• Prepare and manage weekly team meeting agendas to align on goals and priorities.
• Manage the business pipeline from initiation to completion, ensuring timely execution and follow-through.
• Oversee advisors' continuing education, computer-based trainings, licensing requirements, renewals, and onboarding processes.
• Monitor documentation standards and disclosure requirements to maintain full regulatory compliance.
• Oversee and maintain office technology systems, including computers, printers, internet connectivity, and related equipment.
• Manage the office's social media presence to enhance brand visibility and engagement.
• Develop and manage the team's marketing plan in alignment with growth initiatives and business goals.
• Handle complex client service requests, ensuring the highest standards of satisfaction and retention.
• Coordinate and manage all aspects of Advisors' 'Quarterly Call' activities, including scheduling, content development, and follow-up.
• Plan, coordinate, and execute office events such as Economic Outlook presentations, team-building activities, and community outreach (e.g., church events).

Required Skills

Success in this Office Manager role requires a blend of leadership, technical proficiency, and interpersonal excellence. Key skills include:

• Exceptional team leadership and staff development
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook)
• Expertise in CRM tools like Salesforce and e-signature platforms like DocuSign
• Strong regulatory compliance and documentation management
• Marketing and social media strategy execution
• Event planning and coordination
• Pipeline and project management
• Client service and relationship building
• Technology troubleshooting and office systems maintenance
• Strategic planning and organizational skills

Education & Experience

Candidates must have 5+ years of experience in the investment or financial services industry and 3+ years of management experience with a proven track record of team leadership. A bachelor's degree in business administration, finance, or a related field is preferred. Basic understanding of Thrivent Financial products and services is essential. Strong interpersonal and communication skills, proficiency with technology tools, ability to manage multiple priorities, and commitment to confidentiality are required. Key competencies include Planning/Organizing, Customer Focus, Communication, Interpersonal Skills, Teamwork/Leadership/Collaboration, and Adaptability/Flexibility. External/internal dependencies involve seamless collaboration across all team roles.

Compensation Overview

Competitive base salary ranging from $80,000 to $100,000 annually, dependent on experience and qualifications, tailored to Agawam, Massachusetts market standards.

Benefits

Thrivent offers comprehensive benefits including generous PTO, health insurance, retirement plans, professional development opportunities, and community involvement initiatives. Enjoy a supportive work culture with team-building events and growth-focused training.

Thrivent is an equal opportunity employer. Apply today to lead with purpose at Thrivent in Agawam, MA!