Administrative Operations Associate

SageSpring Wealth Partners; Franklin (TN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health Insurance

Dental

Vision

401K

Life Insurance

Short-Term Disability

Long-Term Disability

Paid Vacation and Holidays

Job summary

SageSpring Wealth Partners in Franklin, TN is seeking an Administrative Operations Associate to support daily operations and client service within a growing wealth management practice.

The role emphasizes precision, organization, and confidentiality, with on-site responsibilities at the Franklin office, Monday–Friday, 8am–5pm. Strong Excel skills and a background in finance or related fields are highly valued.

Qualifications

• Bachelor’s degree or equivalent experience in finance, accounting, business, or a related field.
• 1–3 years of experience in office administration, operations, or an RIA environment.
• Strong organizational skills with the ability to manage multiple workflows, prioritize, and meet deadlines.
• Proficiency in Excel and comfort with operational data and documentation.
• Excellent verbal and written communication skills with a service-oriented mindset.

Responsibilities

• Support daily operational, administrative, and client-service functions of the wealth management firm.
• Maintain office systems, support onboarding, and assist with firmwide workflows.
• Provide proactive, detail-oriented support to internal teams and clients.

Skills

Office administration

Communication

Time management

Customer service

Education

Bachelor’s degree or equivalent experience in finance, accounting, business, or a related field

Tools

Excel

Job description

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 Operations Associate

Location: Franklin, TN

Job Id:359-Internal SSWP (Ops)

# of Openings:1

JOB SUMMARY:
The Administrative Operations Associate plays a key role in supporting the daily operational, administrative, and client-service functions of our wealth management firm. This position ensures smooth office operations, maintains essential office systems, supports employee onboarding, and assists with firmwide operational workflows. This role requires impeccable attention to detail, strong organizational skills, and the ability to provide proactive support to both internal teams and clients. Success in this role is characterized by accuracy, follow-through, and confidentiality. The ideal candidate is service-oriented, tech-savvy, and thrives in a professional, collaborative environment.

JOB DUTIES AND RESPONSIBILITIES:

Office Operations

• Approve and electronically file check blotters and rollover suitability forms
• Notify Client Experience Coordinator of any supply needs for the break room
• Administer firm stamps, including notary and Medallion Signature Guarantee (training provided if not already certified)
• Coordinate mail and shipping services: UPS pickups, certified mail, ordering postage/supplies, interoffice shipments and check mail room for mail and packages throughout the day
• Pitney Bowes Machine- add funds, order ink and change ink, as needed
• Monitor the Operations Inbox; respond to internal questions and process requests as needed
• Answer incoming calls for the Franklin Office main link and handle voicemails

Back up Front Desk Support

• Support Client Experience Coordinator as backup during lunches, PTO, and absences, as needed
• Monitor shred bin schedules and coordinate pick-ups for all branches
• Cleaning/Organizing tasks
  • Clean/flip all conference rooms after meetings (daily)
  • Load and unload dishwasher (daily)
• Cleaning/Organizing tasks (continued):
  • Lightly organize and clean break room, including microwaves (daily)
  • Deep clean refrigerator clean out (monthly)

Additional Responsibilities

• Support office events
• Provide backup support on trade corrections, wire approvals, and SBLOC loan approvals
• Participate in special projects and ad hoc operational initiatives as assigned

REQUIRED QUALIFICATIONS:

• Bachelor’s degree or equivalent experience in finance, accounting, business, or a related fieldpreferred
• 1–3 years of experience in office administration, operations, or an RIA environmenT
• Strong organizational skills and proven ability to manage multiple workflows, prioritizeeffectively, and meet deadlines
• Proficiency in Excel and comfort working with operational data and documentation
• Strong work ethic and a quick learner
• Excellent verbal and written communication skills with a service-oriented mindset
• Detail-oriented, proactive, and able to thrive in a fast-paced, growing firm
• Ability to multi-task while maintaining accuracyAble to work independently, as well as collaboratively with others.
• Able to work on-site in Franklin, TN, Monday-Friday, 8am-5pm

PREFERRED QUALIFICATIONS:

• Familiarity with RIA operations and custodial platforms (Fidelity and Schwab preferred)
• Notary or Medallion Signature Guarantee eligibility (firm will provide sponsorship)

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, softwaresystems 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

About SageSpring:

This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

Rewards & Culture:

• Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance,Short-Term and Long-Term Disability, Paid Vacation and Holidays.
• #1 Culture – Join and grow in an award-winning culture where you’ll look forward toMonday.
• Inspiring Leadership – Our leaders truly embody the definition of servantleadership. They inspire our teams to flourish thought an energetic, positive, fun, andhighly supportive work environment.
• Team Engagement – Build genuinely special relationships and bonds throughout yourteam and across the company and partners.
• High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified fromthe top down.
• Continuing Education - Let us help you transform your career goals and educationalaccomplishments into opportunities and successes.
• Community Involvement – We’re passionate about supporting our community andencourage each office to choose a charity or cause to champion.