Administrative Assistant

Job Summary

The Administrative Assistant plays a critical role in supporting the Dobyns McMillin Wealth Team, a top-producing advisory practice at Sage Spring Wealth Partners. This is an office and leadership administrative assistant role, designed to support the advisors and overall leadership team with daily internal operations. This role is ownership-driven and requires a strong sense of resourcefulness. You will be expected to take initiative, think independently, and follow projects through to completion without step‑by‑step direction.

The environment is fast‑paced and high‑performing, requiring a self‑starter who can problem‑solve, anticipate needs, and execute with consistency. Success in this role comes from execution, organization, follow‑through, and quietly making the team more effective behind the scenes. We are a team‑focused, client‑oriented group motivated by continuing to provide top‑notch levels of service to our clients.

• Take ownership of assigned initiatives from concept through completion without requiring constant oversight.
• When asked to explore a topic, take full responsibility by researching, evaluating options, and presenting a clear recommendation with next steps.
• Anticipate leadership and advisor needs before they arise and proactively remove friction.
• Ensure delegated items are completed accurately and on time without reminders.

• Manage professional and personal calendars for advisors, ensuring efficient scheduling, prioritization, and time protection.
• Coordinate travel arrangements including flights, lodging, transportation, and scheduling drive time.
• Support internal workflow so advisors can remain focused on client meetings and business development.
• Maintain organized records, files, and systems that support scalability and efficiency.

• Serve as the internal administrative backbone of the office to keep the team operating effectively and efficiently at all times.
• Order office supplies, coordinate lunches, and maintain shared office spaces.
• Organize internal gifting initiatives including client gifts, team birthdays, and work anniversaries.
• Support internal meetings, planning sessions, and team logistics.

• Provide administrative support for social media efforts, including scheduling and coordination.
• Assist with planning and logistics for internal and external events.
• Manage mailings, cards, and other outreach logistics as assigned.
• Support marketing‑related administrative projects with attention to detail and deadlines.

• Build and maintain processes that improve efficiency and consistency.
• Keep clean, accurate, and organized systems and records.
• Ensure work is completed correctly the first time, with details double‑checked.
• Provide daily end‑of‑day updates summarizing completed work, items in progress, and any blockers.

• Bachelor’s degree required.
• 2–4 years of administrative experience in a professional office environment.
• Proven success in a fast‑paced, high‑accountability environment.
• Demonstrated ability to work independently, problem‑solve, and think ahead.
• Highly organized, detail‑oriented, and execution‑focused.
• Self‑motivated with a strong sense of ownership and follow‑through.
• High standards for professionalism, integrity, discretion, and confidentiality.
• Ability to collaborate effectively while operating autonomously.
• Willingness to be a team player to contribute to overall team success.

• Ability to work in a traditional professional office setting.
• Prolonged periods of sitting at a desk and working on a computer.
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases.
• Work schedule may vary and is determined by project schedules.
• Ability to efficiently operate all job‑related office equipment.
• Ability to communicate via telephone, computer and work in virtual teams.
• Must be able to lift up to 15 pounds at a time.
• Ability to travel using personal vehicle to other office…