Client Services Assistant I / Office Administrator - Wellesley, MA

Are you a detail-oriented multitasker who thrives on creating exceptional client experiences and keeping things running seamlessly behind the scenes? As the Client Services Assistant / Office Administrator, youll be the welcoming face and reliable backbone of our office. From professionally managing calls and calendars to preparing reports and ensuring smooth workflows, youll play a vital role in delivering excellence every day. If youre organized, resourceful, and love working in a collaborative environment, this is your chance to make a meaningful impact while planting your roots at a new homeapply today!

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Client Services Assistant / Office Administrator is responsible for collaborating with the Client Services Team in the following areas:

Front Desk/Office Support

• Serve as primary back-up to Receptionists and other Client Services Assistants
• Professionally answer and direct incoming telephone calls
• Professionally greet and assist visitors in support of other team members
• Ensure conference rooms and lobby areas meet Savant standards (stock necessary supplies, appropriate cleanliness and visually welcoming)
• Execute opening and closing procedures for phones and doors.
• Shredding of client documents as directed

Client Meeting Preparation

• Prepare annual review meeting packets
• Assist with beneficiary form updates
• Schedule and organize meetings as requested by the CSRs or manager

Client Portal Administration

• Work as part of the MySavant Portal administrator team to create client portals and troubleshoot problems

Administrative Support

• Provide support to Client Services Representatives
• Create Office Master Calendar
• Confirm next day appointments
• Process incoming checks across all custodians and review deposits prepared by other team members for accuracy prior to processing
• Utilize technology to perform a variety of tasks including navigating Salesforce for client information
• Process requests for client gifts
• Prepare and print materials for team and client use
• Open and sort incoming mail
• Prepare and process UPS shipments an order UPS supplies
• Assemble, print, and/or bind client reports for meetings or mailings
• Inventory office supplies, and order supplies as needed
• Assist in coordinating RSVPs, set up, and planning for all local client or team events
• Serve as a liaison with property management vendors for facilities issues
• Coordinate various projects as needed
• Maintain team approach by assisting and filling in for others when necessary
• Deliver superior client servicetroubleshoot problems, schedule and organize meetings, serve as liaison between Advisor, CSR and client as needed
• Perform a variety of computer functions, including populating and maintaining appropriate client CRM documentation
• Administration and troubleshooting of Zoom presentations/meetings
• Perform other duties as requested

The Client Services Assistant / Office Administrator position typically requires the following qualifications:

• High School Diploma or equivalent

• 2-3 years proven success in an administrative support function, preferably in the financial industry

• Proficiency in Word, Excel, Outlook, and CRM software

• Must be organized and detail-oriented

• Client first attitude

• Strong verbal and written communication skills

• Team player, collaborative, able to work with and through others

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.

• We believe in collaboration, innovation, excellence, doing whats right, and helping our team to provide world class service.

• We help our clients reach their ideal futures.

• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the Savant Way. We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

The Perks:

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. In this non-exempt role, the expected hourly range nationally is $19.95-$25.96. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.

• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.

• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.

• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.

• Vision Insurance: Keep your eyes healthy with our vision insurance plan.

• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.

• Company-Paid Disability Coverage: Rest easy knowing youre covered with both short-term and long-term disability plans.

• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.

• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.

• Personal Leave: Dont stress about recovering with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.

• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.

• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 weeks for employees who experience a loss of a spouse or child.

• Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.

• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.

• Dress Code: Enjoy a Dress for Your Day approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.

• Employee Recognition: Be celebrated with monetary awards through our recognition program.

• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.

• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.

• Exclusive Discounts: Take advantage of various discount programs for additional savings.

• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.

• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.