Administrative Assistant Eugene, OR
Job Location:
Job Location:
Eugene, OR - USA
Yearly Salary:
$ 52 - 60
Yearly Salary:
Posted on:
27 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Position: Administrative Assistant
Firm: Sage Wealth Strategies
Location: Eugene OR
Overview:
Sage Wealth Strategies based in EugeneOR 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 dont miss this opportunity!
What youll do:
Firm: Sage Wealth Strategies
Location: Eugene OR
Overview:
Sage Wealth Strategies based in EugeneOR 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 dont miss this opportunity!
What youll 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 firms 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 Were Looking For:
- Associates degree
- 3 years of administrative office experience in a fast-paced environment
- Demonstratesstrongproficiency and confidence working across various platforms and operating systems including Microsoft Office Suite SharePoint Zoom or other virtual meeting platforms and CRMs
- 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 Youll 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
Required Experience:
Junior IC
