Hiring: Administrative Operations Associate Company: SageSpring Wealth Partners Location: Franklin, TN Job Posted Time: 2026-09-11 14:35:26 Employment Type: On-site Target Skills & Keywords : Microsoft Excel, Wealth Management About the job Experience: •3 years of experience in office administration, operations, or an RIA environment Required Skills: •Manage administrative tasks, including check processing •Approve and electronically file check blotters and rollover suitability forms •Notify Client Experience Coordinator of any supply needs for the break room •Administer firm stamps, including notary and Medallion Signature Guarantee (training provided if not already certified) •Coordinate mail and shipping services: UPS pickups, certified mail, ordering postage/supplies, interoffice shipments and check mail room for mail and packages throughout the day •Pitney Bowes Machine- add funds, order ink and change ink, as needed •Monitor the Operations Inbox; respond to internal questions and process requests as needed •Answer incoming calls for the Franklin Office main link and handle voicemails Qualifications: •Bachelor’s degree or equivalent experience in finance, accounting, business, or a related field preferred •1–3 years of experience in office administration, operations, or an RIA environment •Strong organizational skills and proven ability to manage multiple workflows, prioritize effectively, and meet deadlines •Proficiency in Excel and comfort working with operational data and documentation •Strong work ethic and a quick learner •Excellent verbal and written communication skills with a service-oriented mindset •Detail-oriented, proactive, and able to thrive in a fast-paced, growing firm •Demonstrated capacity to multi-task while maintaining accuracy •Able to work independently, as well as collaboratively with others. •Able to work on-site in Franklin, TN, Monday-Friday, 8am-5pm Compensation: •Support Client Experience Coordinator as backup during lunches, PTO, and absences, as needed Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!