Administrative Assistant

SageSpring; Frisco (TX); Presencial; USD 38.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Dental

Vision

401K

Life Insurance

Short-Term Disability

Long-Term Disability

Paid Vacation

Paid Holidays

Descripción de la vacante

SageSpring Wealth Partners in Frisco, TX is seeking an Administrative Assistant to support a Financial Advisor and deliver high-quality client service in a fast-paced environment.

You must be creative, ethical, and compliant with industry standards. Financial services experience is a plus, and the role offers strong benefits and growth opportunities within the company.

Formación

• College degree in a related field; financial knowledge is a plus.
• Tech savvy with solid MS Office skills for reporting, communications and presentations.
• Professional image with internal/external contacts; integrity and confidentiality.
• Ability to multitask with strong time management and deadline discipline.

Responsabilidades

• Interact daily with clients by phone and in person to handle inquiries.
• Schedule and coordinate meetings, events, and advisor appointments.
• Research client and security information via back-office system.
• Process client documentation for proper account maintenance.
• Prepare letters, forms, spreadsheets, and mass mailings.
• Create and maintain records and files; ensure paperwork is current.
• Maintain databases with updates and transcribe correspondence.
• Assist with advertising submissions for compliance approval.
• Cross-train and support other operational tasks as needed.
• Operate standard office equipment and software applications.

Conocimientos

Professional demeanor

Verbal communication

Problem solving

Deadline adherence

Organizational skills

Attention to detail

Educación

College degree in related field

Herramientas

MS Office Suite

Descripción del empleo

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.