Administrative Assistant - Eugene, OR

Advisor Employee Services•Eugene, OR

19h•Onsite

About The Position

Sage Wealth Strategies based in Eugene, OR 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 don’t miss this opportunity!

Requirements

Associate’s degree
3 + years of administrative office experience in a fast-paced environment
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite, SharePoint, Zoom or other virtual meeting platforms and CRM’s
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

Nice To Haves

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

Responsibilities

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 firm’s 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.