November 19, 2024

SageView Advisory Group

Newport Beach

FULL TIME

Receptionist

As one of the nation’s premier firms for retirement plan consulting and wealth management, Sage View is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and Sage View has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized Sage View as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.

If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, Sage View is where you’ll find it—and more.

Since 1989, Sage View Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, Sage View operates over 30 offices nationwide, advising on $170 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).

Sage View is currently seeking a full-time Receptionist for our Newport Beach office. The Receptionist position is a highly visible and essential role in the company. This role is designed to support various functions and individuals within our organization, the primary responsibilities of this role include serving as the front desk receptionist, greeting clients, answering phones, varied administrative tasks, assisting with office and marketing/operations duties, and project-based assignments.

Essential Functions:

Answer main office phone and transfer calls.
Receive and distribute USPS mail to appropriate parties. Send outgoing USPS mail.
Organize and manage reception area and meeting rooms.
Daily office supply maintenance/ restocking (coffee pots filled, water stocked in fridge, paper in printers, etc.)
Order, accept and put away office supplies.
Assist with in-person office meetings.
Coordinate schedules.
Assist with booking of travel arrangements as needed.
Prepare conference room for meetings including coordinating Audio/ Visual needs.
Assist guests to a conference room upon arrival and offer beverages.
Use Microsoft Office to draft documents and reports.
Handle one-off mailing projects (e.g., lost participant, AMA disclosures, ADV mailing, wealth team mailings, etc.) as needed using Mail Merge to create the mailings.
Holiday / seasonal / quarterly mailing projects
Fax management
Printing/ Binding. Shipping Client Meeting Materials
Electronic Document filing and recording.
Updating CRM and other project management systems
Maintaining Electronic meeting devices: charging, loading materials and checking in/out the devices
Support other duties as assigned for the Practice Management Team
Support administrative obligations within the Newport Beach home office.

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.

SKILLS & ABILITIES

Education:

High School Diploma, College degree preferred

Experience:

1 year of clerical or administrative experience preferred.

Computer Skills:

Proficient with Windows-based software, including MS Word, Excel, and Power Point

Other Physical Requirements:

Ability to sit at a desk for prolonged periods of time.
Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, and fax machine.
Ability to read documents and reports.
Ability to answer phones and communicate with callers.

WORK ENVIRONMENT

This is a full-time position working in person out of the Newport Beach office. Typical hours are Monday through Friday 8:00am-5:00pm and may fluctuate with business needs, in the direction of or with management approval. Work is often performed under strict deadlines. The noise level in the work environment is usually quiet in office settings and moderate in other situations.

**No phone calls please**

#LI-LISP

Sage View's Comprehensive Benefits: Supporting Your Professional and Personal Well-Being

At Sage View, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.

Health Plans:

Free Medical and Dental coverage for employees on one plan (dependent coverage at a cost)

Additional paid plans available for medical and dental coverage

Vision plans available

Health Savings Accounts (HSAs)

Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)

Core Benefits (at no cost to employees):

Life Insurance and AD&D coverage

Short- and Long-Term Disability Insurance

Employee Assistance Program (EAP) for mental health, legal, and financial counseling

Caregiving support through Cariloop

Retirement Savings:

401(k) plan with employer matching contributions

Additional Perks:

Numerous paid holidays and a generous time off policy

Access to discounts through the Benefit Hub marketplace

Pet insurance at discounted group rates

At Sage View, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.