About this opportunity
Sound View Wealth Advisors lists this Administrative Associate opportunity in savannah, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Administrative Associate | Wealth Management | Savannah, GA
Sound View Wealth Advisors is growing, and we are looking for an Administrative Associate to join our Savannah team.
This role is ideal for someone who is highly organized, personable, proactive, and enjoys being at the center of a busy professional office. As one of the first points of contact for our clients and guests, you will help create the warm, professional, high-touch experience that defines Sound View.
The primary focus of this role is client scheduling and calendar coordination, along with front desk responsibilities and day-to-day administrative support. You will also assist with office operations, events, and special projects as needed.
What You’ll Do
Manage and coordinate client appointment scheduling for advisors and team members
Handle appointment confirmations, scheduling changes, and calendar coordination
Communicate professionally with clients by phone and email regarding appointments and scheduling needs
Welcome clients, guests, and vendors and help maintain a polished, client-ready office environment
Answer and direct incoming phone calls promptly and professionally
Prepare conference rooms and meeting spaces for client appointments
Provide administrative support to team members, including filing, scanning, copying, and document preparation
Assist with incoming and outgoing mail, deliveries, and general correspondence
Help with office supplies, vendor coordination, maintenance requests, and other day-to-day office needs
Assist with internal meetings, client events, team events, and office activities
Assist with new employee onboarding and workspace preparation
Support special projects and ad hoc requests across the firm
Anticipate team and office needs and help keep daily operations organized and running smoothly
Who We’re Looking For
Previous experience in scheduling, front desk, receptionist, administrative support, or a similar professional role
Strong organizational and calendar management skills
Warm, polished, and professional communication style
Excellent attention to detail and follow-through
Ability to manage multiple priorities in a fast-paced environment
Confident and professional phone presence
Proactive mindset and willingness to jump in where needed
High level of professionalism, discretion, and confidentiality
Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
Willingness to obtain a Notary Public commission
Experience with CRM, scheduling, or client management systems is a plus
About Sound View Wealth Advisors
Sound View Wealth Advisors is an independent Registered Investment Advisor dedicated to helping individuals and families build sound financial plans for every stage of life. We are committed to personalized service, integrity, proactive planning, and long-term client relationships.
We are looking for someone who takes pride in creating a great experience for both clients and colleagues, enjoys managing schedules and details, and wants to be an important part of a collaborative, growing team.
Interested in joining our team? We’d love to connect!
Worksite address
savannah, GA, 31441, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.