Administrative Assistant - SageView Advisory Group : Job Details

As one the nation s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we ve become the destination of choice for financial professionals and advisory teams across the country. Just like you, we are in the business of exceeding client expectations.

If you are looking for a home where your work is appreciated, where clients come first and where you have a level of personalized support that allows you to thrive, you ll find it and more at SageView

POSITION SUMMARY

Reporting to the Managing Director, the Administrative Assistant is responsible for providing administrative support to ensure the efficient operation of the office. This role supports managers and employees through a variety of tasks related to clerical and organizational tasks. This position will be in an office environment, performing administrative tasks, and providing support to coworkers. The ability to multitask, manage complex schedules, and meet changing deadlines is essential in this position.

ESSENTIAL FUNCTIONS

• Providing administrative support to the team
• Schedule Appointments and Manage Calendars
• Assist clients with changes in contributions
• Follow up with third part companies on status of transfers, rollovers, money movements
• Assist clients with new account opening
• Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed.
• Exhibits polite and professional communication via phone, and e-mail.

SKILLS & ABILITIES

Education:

• Bachelor s degree (preferred)
• High School Diploma

Experience:

• 1 years of clerical or administrative experience (preferred)
• 1 year customer service experience

Computer Skills:

• Microsoft Office (Outlook, Word, PowerPoint, Excel, Teams, Zoom).