Administrative Assistant - Eugene

Overview

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.

Position:
Administrative Assistant

Firm:
Sage Wealth Strategies

Location:

Eugene, OR

• 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.

• Associate’s degree
• 3+ years of administrative office experience in a fast‑paced environment
• Strong proficiency 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 high levels of accuracy and attention to detail
• 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 written and verbal communication
• 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
• Strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

• 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

Pay & Perks:

• $52k - $60k/year based on experience
• PTO

• In office: flexible schedule
• Some evenings may be required for client events