Operations Coordinator

JOB SUMMARY:

The Operations Coordinator assists with various team administrative and operational tasks while providing exceptional service to clients and fellow team members alike. This position will have frequent contact with clients and be required to obtain, clarify, and provide task facts to various team members. The ideal individual will have the ability to exercise good judgement and decision making in a variety of significant situations, possess above average written and verbal communication abilities, experienced administrative and organizational skills, and the ability to share time among multiple individual priorities as well as those of team members. This role provides excellent customer service to team members and clients while demonstrating the company values and supporting the mission.

What Success Looks Like

• Improved team operational processes
• Advisor satisfaction and service quality feedback
• Workflow scalability and process optimization outcomes
  
  
  

JOB DUTIES AND RESPONSIBILITIES:

• Supervise and assist and/or complete as needed, assigned roles that may include team client services, projects, marketing, and other team operational responsibilities.
• Interact daily on the phone and in person with prospective and existing clients, including handling advanced inquiries.
• Schedule and coordinate client meetings with Advisor(s), clients, and other outside partners
• Create and maintain records and files
• Maintain databases and create reports using the Client Relationship Management (CRM) platform
• Create, review, and request compliance approval as needed for any marketing and client communications
• Handle or delegate Advisor emails
• Generate reports for Advisor(s) and Team
• Research, follow-up, and escalate client issues via effective communication with clients and internal business partners in a timely and efficient manner.
• Assisting with ad-hoc projects
• Seek cross-training and assist with other operational functions as business warrants
• Perform other duties as assigned
  
  
  

CORE COMPETENCIES:

• Operational Efficiency
• Client Service and Relationship Management
• Process Improvement
• Escalation Resolution
• Strategic Thinking
• Cross-Functional Collaboration
• Communication & Accountability
  
  
  

REQUIRED QUALIFICATIONS:

• Bachelor’s degree or >4 years of administrative experience in lieu of degree
• Attention to detail, critical thinker and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through to achieve business objectives.
• Demonstrates flexible and efficient time management and ability to prioritize workload
• Ability and willingness to move with purpose and a strong sense of urgency
• Self-starter with a strong desire to exceed expectations and capable of supporting a team
• Maintains confidentiality discretion
• Willing to grow, attend training as requested, and be challenged
• Strong process improvement and problem-solving capabilities.
• Intermediate Microsoft Office and Excel skills
• Ability to multi-task while maintaining accuracy
• Able to work on-site in Franklin, TN
  
  
  

PREFERRED QUALIFICATIONS:

• Experience within an independent RIA environment.
• Familiarity with platforms such as Salesforce/ Black Diamond, Fidelity Wealthscape, and related advisory technology.
  
  
  

PHYSICAL DEMANDS:

• Ability to work in a traditional professional office setting
• Prolonged periods of sitting at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems 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
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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 to Monday.
• Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
• Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
• High Performance - Our motto, “Humble, Hungry, and Smart,” is truly 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 and encourage each office to choose a charity or cause to champion.
  
  
  

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position.

Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.

SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.