Administrative Operations Associate

We are always looking for people with character and integrity to join our team. We offer comprehensive mentorship and financial service training to the right candidates. If you are eager to help people achieve their life’s goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you.

Recognized as a Top Workplace for the last three consecutive years, Sage Spring Wealth Partners operates as a family. With over 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future.

We are redefining how to build, grow, enjoy, and transition a world-class financial planning practice.

We remove obstacles for financial advising teams and coach them to be excellent servant leaders and team builders who lead lives of significance.

We coach humble, hungry, and smart entrepreneurs through the entire lifecycle of their financial planning businesses

Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.

Join and grow in the #1 rated culture for mid-sized employers in Nashville (NBJ 2021) where you’ll actually look forward to Monday.

Our leadership embodies the definition of servant leaders and inspires an energetic, positive, fun, and highly supportive work environment in which our teams can flourish.

You will build some genuinely special relationships and bonds with our teamand partners.

Our motto is “Humble. Hungry. Smart.” and that’s exemplified from the top down.

Let us help you transform your career goals and educational accomplishments into opportunities and successes.

We’re passionate about supporting our community. Each office chooses a charity or cause to champion.

Position:Administrative Operations Associate

Location: Franklin, TN

Job :359-Internal SSWP (Ops)

# of Openings:1

JOB SUMMARY:
The Administrative Operations Associate plays a key role in supporting the daily operational, administrative, and client-service functions of our wealth management firm. This position ensures smooth office operations, maintains essential office systems, supports employee onboarding, and assists with firmwide operational workflows. This role requires impeccable attention to detail, strong organizational skills, and the ability to provide proactive support to both internal teams and clients.

Success in this role is characterized by accuracy, follow-through, and confidentiality. The ideal candidate is service-oriented, tech-savvy, and thrives in a professional, collaborative environment.

JOB DUTIES AND RESPONSIBILITIES:

Office Operations

• 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

• Support Client Experience Coordinator as backup during lunches, PTO, and absences, as needed
• Monitor shred bin schedules and coordinate pick-ups for…