Licensed Office Manager - Monarch Group - Lakewood, CA
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Before you apply
Salary$70k – $90k
LocationCA - Lakewood
Work modeon-site
Typefull-time
SeniorityMid
Company size10,000+ people
PostedOct 5, 2026 · 1mo ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract
Appropriately insurance licensed/appointed for sale of all life/health and variable products
Strong interpersonal skills
Complete knowledge of financial products used by the firm
Thorough understanding of the technology used by the firm and how it applies to clients
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products, services, and Thrivent Financial
Must be able to work with all roles of the Monarch Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Previous administrative/secretarial experience desired
Skills
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Salesforce
Benefits
Simple ira
Healthcare stipend
PTO
Sick time
Meaningful work. Rewarding career.
About the company
Monarch Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Monarch Group helps 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. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial.
About the role
The Licensed 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, handling/distributing postal mail, ordering supplies, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned. The Licensed Office Manager reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
Position Roles/Responsibilities/Accountabilities
•
Maintain inventory and purchase office supplies as needed
•
Develop, oversee, and execute on Standard Operating Procedures
•
Maintain professional appearance of all office areas
•
Organize and maintain printed marketing materials for mailings, distribution and version control
•
Assist with the organization and execution of events
•
File client meeting notes in (CRM) Salesforce, shared drive.
•
Organize and maintain client correspondence including maintenance of internal and external event lists, mailing lists, and monthly calling lists
•
Maintain physical, regulatory, or electronic files
•
Supports projects, administration of various programs, and processing functions as needed
•
Provides back-up support on tasks for other staff members, as needed
•
Completes other miscellaneous tasks as assigned
Position Qualifications
•
Previous administrative/secretarial experience desired
•
Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract
•
Appropriately insurance licensed/appointed for sale of all life/health and variable products
•
Strong interpersonal skills
•
Complete knowledge of financial products used by the firm
•
Thorough understanding of the technology used by the firm and how it applies to clients
•
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
•
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
•
Ability to maintain integrity of sensitive/confidential information
•
Basic understanding of our products, services, and Thrivent Financial
Competencies
•
Planning/Organizing
•
Analytical
•
Client Focus
•
Communication
•
Interpersonal Skills
•
Teamwork and Collaboration
•
Adaptability/Flexibility
External/Internal Dependencies
•
Must be able to work with all roles of the Monarch Group
•
Must be able to represent the organization in work with external clients
•
Must be able to cultivate and maintain relationships with outside organizations.
Compensation and Benefits
•
Total Compensation: $70,000 - $90,000
•
Simple IRA
•
Healthcare stipend available
•
PTO
•
Sick Time