Administrative Assistant/Client Services Associate - Confidential - Wealth Management

Great Opportunity for a Strong Administrative Assistant!

Perfect opportunity for a strong Administrative Assistant to step up and grow a career in the highly rewarding wealth management industry. This opportunity blends Administrative Assistant and Client Services Associate functions with one of our flagship teams (Cool Springs Office) in the #1 Mid-Sized Business Culture in Nashville 2021 & 2022, Forbes' Best-In-State Wealth Advisors recipient, The Tennessean's Top Workplace 2020, 2021, 2022, 2023, 2024 and Top Workplaces USA 2023 and 2024. It’s a highly rewarding opportunity for someone that’s highly detailed, thrives in serving others and wants to become an integral part of a high-growth team with great synergy. You’ll absolutely look forward to Monday once again!

Qualifications

• Prefer 15 years’ experience as an accomplished Administrative Assistant with solid tenures that thrives in roles that blend customer service and administrative skills.
• You naturally build strong relationships, are resourceful, highly responsive, detailed, excellent follow-up, and have a passion for serving others.
• You’re highly coachable and a quick learner.
• Highly prefer residing within 30 minutes of Cool Springs.

Key CSA Functions – You’ll be trained by one of the top CSAs in the firm!

• Manage incoming client calls with concierge service.
• Help manage onboarding paperwork for new clients.
• Serve clients by addressing questions, conducting research, and processing requests/transactions.
• Prepare client reports and maintain records/databases.

Rewards

• Excellent Salary & Benefits – Excellent Salary and Benefits including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation and Holidays.

• 1 Culture

  – Join and grow in the #1 rated culture for mid-size employers in Nashville (NBJ 2021 & 2022) where you'll look forward to Monday.
• Supportive Team – You’ll join a top wealth team at our Cool Springs office led by a Forbes' Best-In-State Wealth Advisor who has served on the Raymond James Leaders Council.
• Team Engagement – You will build some genuinely special relationships and bonds throughout our team and partners.
• High Performance – Our motto is “Hungry. Humble. Smart.” and that's truly exemplified from the top down.