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Senior Administrative Coordinator

1 week ago


Phoenix, Arizona, United States Sage Wealth Partners LLC Full time
Company Overview

Sage Wealth Partners LLC is a dynamic financial planning firm dedicated to providing exceptional support to our clients and team members.


Job Description

We are seeking a highly organized and detail-oriented Financial Planning Administrative Assistant to join our team. As an essential part of our day-to-day operations, you will ensure smooth administrative processes and provide excellent client service. The ideal candidate will possess strong communication skills, exceptional attention to detail, and a desire to help individuals navigate their financial goals.


As an administrative assistant in a fast-paced financial planning environment, your primary responsibilities will include handling confidential information and assisting with the preparation of financial documents. You will act as a first point of contact for clients, providing prompt, professional, and friendly assistance via phone, email, or in person.


  • Schedule meetings, coordinate appointments, and ensure clients have necessary materials before and after meetings.
  • Perform administrative & organizational tasks:
    • Maintain and update client records in the CRM system, ensuring accuracy and confidentiality of all information.
    • Prepare and organize financial planning documents, reports, and presentations for meetings and client appointments.
    • Review and proofread financial documents, statements, and communications for accuracy.
    • Ensure that client information and financial data are entered and stored correctly.
    • Provide administrative support to financial planners, ensuring all tasks are completed on time.
  • Help manage project timelines and work effectively with other team members to ensure client needs are met.

Required Skills and Qualifications

The ideal candidate will possess:


  • An Associate's degree or higher in Business Administration, Finance, or a related field (preferred).
  • 1-2 years of administrative experience, including the use of MS Office, preferably in a financial services or similar professional services environment.
  • Experience working with financial documents or in a client-facing role (a plus).
  • Strong focus on accuracy and thoroughness, especially when handling financial documents and client information.
  • Knowledge and proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Adobe Reader. Experience with CRM software or financial planning tools is a plus.

Benefits

This role offers a flexible work schedule and the opportunity to work remotely most of the time. If you're looking for an exciting opportunity to be part of a dynamic financial planning team, we'd love to hear from you.