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Operations Administrator

Operations Administrator

Full Time    


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 ten 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
  • Order office supplies
  • Greet visitors and prepare meeting rooms for client meetings
  • Performs other administrative duties as needed
  • Special projects as assigned–client event preparation, website maintenance ,marketing and social media initiatives

Candidate Qualifications & Attributes:

  • Receptionist: 3years
  • Customer Service: 1 year
  • Bachelor or Associate degree in Business Administration
  • Strong attention to detail and follow up
  • Willingness to learn and grow with our Firm
  • Ability to multi task in a fast paced environment


  • Proficiency with basic computer and Microsoft Office products, Redtail CRM, and excellent phone demeanor


  • Compensation will be based on experience
  • Thrive offers an excellent benefit package, including medical, dental, vision, 401K, profit sharing, company paid life insurance and paid time off

To apply for this position, please contact us below!