Job Title

SummaryThe Office Manager is responsible for all support staff. This position will lead "Best in Class" service by example and manage all service-related functions. The Office Manager reports to and is employed by Shuttleworth Financial Group. This position is fully in-office. Compensation is $80,000-$100,000 dependent upon experience. Benefits include: PTO.Job DescriptionPosition Roles/Responsibilities/AccountabilitiesLead, supervise and support office staff to ensure operational efficiency and daily client service requests are metTrain, coach and mentor support staff to foster professional growth and performancePrepare and manage weekly team meeting agendasManage business pipeline from initiation to completion, ensuring timely executionManage all advisors continuing education, computer based trainings, licensing requirements, including renewals and onboardingManage and monitor documentation standards and disclosure requirements to ensure full regulatory complianceOversee and maintain all office technology systems including computers, printers, internet connectivity and related equipment Manage the office Social Media presence to enhance visibilityDevelop & manage the team’s marketing plan in conjunction with growth initiatives and business goalsHandle complex client service requests to ensure high standard of client satisfaction and retentionCoordinate and manage all aspects of Advisors’ “Quarterly call” activities including scheduling, content and follow-upPlan, coordinate and execute office events such as Economic Outlook presentations, team-building events, and community outreach (e.g. church events)Position Qualifications5+ years of experience in the investment or financial services industry3+ years of management experience with a track record of team leadershipStrong interpersonal and communication skillsProficiency with technology, and tools like Microsoft Office, Salesforce, Docusign, Outlook, Excel and PowerPoint requiredProven ability to manage multiple priorities and maintain confidentialityAbility to maintain integrity of sensitive/confidential informationBasic understanding of our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork, Leadership, and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust 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 organizationsAs part of Shuttleworth Financial Group's 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.