What are the responsibilities and job description for the Administrative Assistant/Client Services Associate position at 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!
Rewards
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.
