Administrative Assistant

We are always looking for people with character and integrity to join our team. We offer comprehensive mentorship and financial service training to the right candidates. If you are eager to help people achieve their life’s goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you. Recognized as a Top Workplace for the last three consecutive years, SageSpring Wealth Partners operates as a family. With over 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. Vision We are redefining how to build, grow, enjoy, and transition a world-class financial planning practice. Mission We remove obstacles for financial advising teams and coach them to be excellent servant leaders and team builders who lead lives of significance. We coach humble, hungry, and smart entrepreneurs through the entire lifecycle of their financial planning businesses Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays. #1 Culture Join and grow in the #1 rated culture for mid-sized employers in Nashville (NBJ 2021) where you’ll actually look forward to Monday. Our leadership embodies the definition of servant leaders and inspires an energetic, positive, fun, and highly supportive work environment in which our teams can flourish. Team Engagement You will build some genuinely special relationships and bonds with our teamand partners. High Performance Our motto is “Humble. Hungry. Smart.” and that’s exemplified from the top down. Continuing Education Let us help you transform your career goals and educational accomplishments into opportunities and successes. Community Involvement We’re passionate about supporting our community. Each office chooses a charity or cause to champion. Position: Administrative Assistant Location: Frisco, TX Job Id: 365-Poe WT # of Openings: 1

JOB SUMMARY:

SageSpring Wealth Partners is seeking an Administrative Assistant to support a Financial Advisor and assist with efficient, quality client service. You must be creative and enjoy working within a fast-paced environment. The position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Financial Services experience is a plus. This is a great opportunity to work with an established and growing company with great benefits.

JOB DUTIES AND RESPONSIBILITIES:

Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. Schedules and coordinates meetings, events, and appointments for advisor. Researches client and security information through the back-office system. Processes and follows up on client documentation for proper maintenance of accounts. Prepares letters, forms, spreadsheets and mass mailings for servicing and prospecting clients. Creates and maintains records and files. Ensures required client paperwork is current with firm and industry requirements, rules and regulations. Maintains databases with updates Transcribes and prepares correspondence. Assists Financial Advisors with advertising submissions for compliance approval. Receives cross-training and assists with other operational functions as required. Operates standard office equipment and uses required software applications. Performs other functions as needed or assigned.

KEY SKILLS & ABILITIES

Professional, service oriented demeanor with pleasant, business-appropriate phone manners. Verbal communication skills to communicate ideas and thoughts in a clear, professional manner. Effective problem solving skills to resolve routine client questions. Ability to follow instructions, including strong adherence to making and meeting deadlines. Organizational skills to prioritize and complete work efficiently. Detail orientation to ensure the accuracy of reports, correspondence and databases.

REQUIRED QUALIFICATIONS:

College degree in related field. Financial knowledge is a plus. Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations. Uphold a professional image with external and internal business contacts. Work ethically and with integrity, including maintaining client and firm confidentiality. High standards for integrity, honesty, professionalism, and work ethic Adaptable to various competing demands, and demonstrate the highest level of customer service and response Ability to work independently while demonstrating excellent organization and follow through Strong time management skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Ability and willingness to move with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self- starter with a strong desire to exceed expectations and capable of supporting a team Ability to effectively work in collaboration with others to achieve business objectives Willing to grow and be challenged Attend training as deemed necessary

PHYSICAL DEMANDS:

Ability to work in a traditional professional office setting or remote equivalent Prolonged periods of sitting at a desk and working on a computer Advanced computer skills and ability to effectively operate computer equipment, software systems and databases Work schedule may vary and is determined by project schedules Ability to efficiently operate all job-related office equipment Ability to communicate via telephone, computer and work in virtual teams Must be able to lift up to 15 pounds at a time Ability to travel using personal vehicle to other office locations as needed The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. #J-18808-Ljbffr SageSpring