Office Administrator

About Thrive:            Thrive Wealth Management, LLC is an independent comprehensive financial planning firm.Position Summary:     We are a rapidly growing firm looking for our next "Director of First Impressions" who will also support the firm's team of fifteen employees. We are looking for someone who has an "It's my pleasure" attitude, excellent communication skills, innovative organizational skills, high energy, and a passion to serve others. If you are a well-organized individual with a cheerful, professional demeanor who is able to handle multiple priorities in a fast-paced environment, we want to speak with you! Experience in the financial industry is a plus, but not required.Position Responsibilities:·        Answer phone calls·        Schedule client meetings ·        Preparing, scanning and filing client investment account paperwork·        CRM data entry ·        Maintain and order office supplies as needed·        Greet visitors and prepare meeting rooms for client meetings·        Process all incoming mail·        Perform other administrative duties as needed ·        Special projects as assigned Candidate Qualifications &Attributes:                  ·        Customer Service: 3-5 years ·        Bachelor or Associate degree in Business Administration preferred·        Strong attention to detail and follow up·        Willingness to learn and grow with our Firm ·        Ability to multitask in a fast-paced environment Skills:                         Proficient computer skills, familiar with Microsoft Office, and excellent phone demeanor Compensation:           Compensation will be based on experience. Thrive offers an excellent benefits package, including medical, dental, vision, 401K, profit sharing, company paid life insurance and paid time off.

Created: 2025-02-22