Operations Coordinator

Position: Operations Coordinator Location: Brentwood, TN Job Id: 342-Ridley WT # of Openings: 1 Job Summary: The Operations Coordinator assists with various team administrative and operational tasks while providing exceptional service to clients and fellow team members alike. This position will have frequent contact with clients and is required to obtain, clarify, and provide task facts to various team members. The ideal individual will exercise good judgement and decision making in a variety of significant situations, possess above average written and verbal communication abilities, and have experienced administrative and organizational skills. The role provides excellent customer service to team members and clients while demonstrating the company values and supporting the mission. What Success Looks Like: Improved team operational processes Advisor satisfaction and service quality feedback Workflow scalability and process optimization outcomes Job Duties and Responsibilities: Supervise and assist and/or complete as needed, assigned roles that may include team client services, projects, marketing, and other team operational responsibilities. Interact daily on the phone and in person with prospective and existing clients, including handling advanced inquiries. Schedule and coordinate client meetings with Advisor(s), clients, and other outside partners. Create and maintain records and files. Maintain databases and create reports using the Client Relationship Management (CRM) platform. Create, review, and request compliance approval as needed for any marketing and client communications. Generate reports for Advisor(s) and Team. Research, follow-up, and elevate client issues via effective communication with clients and internal business partners in a timely and efficient manner. Assist with ad-hoc projects. Seek cross-training and assist with other operational functions as business warrants. Perform other duties as assigned. Core Competencies: Operational Efficiency Client Service and Relationship Management Process Improvement Strategic Thinking Cross-Functional Collaboration Communication & Accountability Required Qualifications: Bachelor’s degree or >4 years of administrative experience in lieu of degree Attention to detail, critical thinker and problem‑solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow‑through to achieve business objectives. Demonstrates flexible and efficient time management and ability to prioritize workload Ability and willingness to move with purpose and a strong sense of urgency Self‑starter with a strong desire to exceed expectations and capable of supporting a team Maintains confidentiality discretion Willing to grow, attend training as requested, and be challenged Strong process improvement and problem‑solving capabilities. Intermediate Microsoft Office and Excel skills Ability to multi‑task while maintaining accuracy Able to work on‑site in Franklin, TN Preferred Qualifications: Experience within an independent RIA environment. Familiarity with platforms such as Salesforce/ Black Diamond, Fidelity Wealthscape, and related advisory technology. Physical Demands: Ability to work in a traditional professional office setting 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 Benefits: Health Insurance, Dental, Vision, 401K, Life Insurance, Short‑Term and Long‑Term Disability, Paid Vacation and Holidays. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information. #J-18808-Ljbffr