About this role
This Office Manager role provides administrative and office operations support to Todd Financial Associates. You will coordinate office needs, manage appearance and supplies, handle mail and reception workflows, support client-facing staff, and assist with document preparation and scheduling.
Key Responsibilities
- Coordinate office maintenance needs and vendors/service technicians
- Manage office supplies inventory
- Handle reception, voicemail, mail, and email workflows
- Prepare and file client documents and maintain accurate records
- Manage scheduling, calendar control, and client meeting documents
Technical Overview
The role uses Salesforce for basic customer account issues and involves frequent document handling workflows (prefill, submit, send, request, scan, copy, and file). It also requires strong organization of scheduling, meeting documentation, and status reporting using internal records and application status reports.
Ideal Candidate
The ideal candidate is an organized, detail-oriented Office Manager with prior administrative/secretarial experience and strong client-facing communication skills. They can confidently manage office operations end-to-end, including vendor coordination, mail and email handling, scheduling, client document processing, and maintaining accurate records using Salesforce for basic account issues.
Must-Have Skills
High School Diploma or Equivalent minimumprevious administrative/secretarial experienceexceptional interpersonal skillsorganizational skillsdetail-oriented work
Tools & Platforms
SalesforceMicrosoft Officeemailvoicemailmail management
Required Skills
administrative supportoffice maintenanceoffice supplies inventory managementincoming and outgoing mailshared email managementreception lineoffice voicemailmeet and greet clientswalk-in requestsnon-scheduled client requestsSalesforce customer accountsscanningcopyingfiling client documentsscheduling and calendar controlclient meeting document preparationapplication status reportsaccurate record keepingevent coordinationRSVP management
Hard Skills
administrative supportoffice maintenanceoffice appearance / upkeepvendor coordinationservice technicians coordinationoffice supplies inventory managementoffice brochuresdisclosures managementcompliance coordinationincoming mail managementoutgoing mail managementemail managementreception linevoicemail managementclient meet and greetwalk-in request handlingnon-scheduled client request handlingbasic problems with customer accounts in SalesforceSalesforceprefill client documentssubmit client documentssend client documentsrequest client documentsscan client documentscopy client documentsfile client documentsscheduling and calendar controlpreparation of client meeting documentsapplication status reportsaccurate record keepingevent coordinationRSVP management
Soft Skills
exceptional interpersonal skillsorganizational skillsdetail-oriented workclient-facing professionalismtimely responsivenessintegritycoordination and follow-throughproblem-solvingattention to office readiness
Keywords for Your Resume
Office ManagerThrivent Financial for LutheransTodd Financial Associatesadministrative supportoffice supplies inventoryincoming and outgoing mailshared email managementreception linespecial reservation lineoffice voicemailmeet and greet clientswalk-in requestsnon-scheduled client requestsSalesforcecustomer accountsprefillsubmitsendrequestscancopyfileclient documentsaccurate scheduling and calendar controlpreparation of client meeting documentsapplication status reportsaccurate record keepingvendor coordinationservice techniciansRSVP managementscheduling and calendar controlclient meet and greet
Deal Breakers
High School Diploma or Equivalent minimum, Previous administrative/secretarial experience, Must be able to work in Willoughby Hills, Ohio (with occasional evenings/weekends)
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