Wealth Office Operations Specialist

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

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.