Administrative Assistant

SageView Advisory is seeing an Administrative Assistant who will perform a variety of administrative and clerical tasks. This position will support various functions and individuals within our organization. The primary responsibilities of this role includes serving as the front desk receptionist, greeting clients, answering phones, various administrative tasks, scheduling and preparing for client meetings, and project-based assignments.

SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide advising on over $170B of retirement assets (AUA) and $4 billion of advisory assets under management (AUM).

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions:

· Answer main office phone and transfer calls

· Provide administrative support to the SageView team

· Assist clients with online access

· Organize and manage reception area and meeting rooms

· Assist with in-person office meetings

o Coordinate schedules

o Assist with booking of travel arrangements as needed

o Prepare conference room for meetings

o Assist guests to a conference room upon arrival and offer beverages

· Use Microsoft Office to draft of documents and reports

· Handle one-off mailing projects (e.g., lost participant, AMA disclosures, ADV mailing, wealth team mailings, etc.) as needed

· Fax management

· Order, accept and put away office supplies

· Other administrative functions as needed

POSITION QUALIFICATIONS

Competencies:

· Exceptional oral and written communication skills, follow-up and follow-through

· Organized, meticulous, detail-oriented, and able to multitask

· Professional attitude, demeanor, and appearance, as well as being personal, approachable, and having a positive attitude

· Able to work independently with good problem solving and time

· Ability to be a team player

SKILLS & ABILITIES

Education:

· Bachelor’s Degree (Preferred)

Experience:

· 1 year of clerical or administrative experience preferred

· 1 year customer service experience

Computer Skills:

· Proficient with Microsoft Office programs including Word, Excel, and Outlook

Other Physical Requirements:

High frequency of computer keyboarding, high frequency of viewing a computer monitor.

WORK ENVIRONMENT

Work is performed in an office setting, during day shifts. Work is often preformed under strict deadlines. The noise level in the work environment is usually quiet.

Schedule: 8-hour shifts Monday-Friday

**The Salary range is between $20 to $21 depending on experience**

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• The regular work hours for this position are in person from 8 am - 5 pm. Are you comfortable with this in-person schedule?

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 1 year (Preferred)

Work Location: In person

Salary : $20 - $21