Back to jobs
Job Description
Remote Status: On-Site
Job Id:
3974
# of Openings:
1
What We’re Looking For:
Bonus Points:
What You’ll Get:
Pay & Perks:
Schedule:
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $52,000 - $60,000 per year
Position: Administrative Assistant
Firm: Sage Wealth Strategies
Location: Eugene, OR
Overview:
Sage Wealth Strategies based in Eugene,OR is a retirement planning firm that focuses on helping individuals retire safely and securely. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals.
As an Administrative Assistant, this individual will be responsible for all front office activities and administrative functions, allowing the owner to focus on the continued growth of the business. The ideal candidate excels at multitasking, skillfully managing competing responsibilities with ease while delivering outstanding client service. If you are looking for a rewarding career in a vibrant, fast-paced environment don’t miss this opportunity!
What you’ll do:
Firm: Sage Wealth Strategies
Location: Eugene, OR
Overview:
Sage Wealth Strategies based in Eugene,OR is a retirement planning firm that focuses on helping individuals retire safely and securely. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals.
As an Administrative Assistant, this individual will be responsible for all front office activities and administrative functions, allowing the owner to focus on the continued growth of the business. The ideal candidate excels at multitasking, skillfully managing competing responsibilities with ease while delivering outstanding client service. If you are looking for a rewarding career in a vibrant, fast-paced environment don’t miss this opportunity!
What you’ll do:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Schedule appointments with clients and assist with calendar management
- Provide comprehensive administrative support to the owner, ensuring effective organization and proactively managing schedules, priorities, and tasks to keep operations on track
- Assist in managing ongoing service requests, ensuring each client is kept informed with personalized follow-up calls
- Handle document management including scanning, copying, secure uploads and emails
- Order supplies, manage inventory, process mail
- Conduct follow-up outreach to re-engage with prospects or leads who have become inactive
- Maintain the firm’s CRM (Redtail) through accurate data entry and database management
- Maintain office filing system, both paper and electronic
- Assist at seminars and client events
- Provide marketing support as needed including newsletters, social media, website, communications, events, etc.
What We’re Looking For:
- Associate’s degree
- 3 + years of administrative office experience in a fast-paced environment
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite, SharePoint, Zoom or other virtual meeting platforms and CRM’s
- Must be able to multitask effectively in a fast-paced environment, managing competing priorities while maintaining a high level of accuracy and attention to detail
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Thrives in a dynamic environment, adjusting seamlessly to changing business needs and responsibilities
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
- Experience working in the financial industry, banking, or professional services environment preferred
- Experience supporting executives or serving as a personal/executive assistant
- Coordinating travel arrangements and meeting logistics
What You’ll Get:
Pay & Perks:
- $52k - $60k/year based on experience
- PTO
Schedule:
- In office: flexible schedule
- Some evenings may be required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $52,000 - $60,000 per year
Apply for this Position