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Administrative Assistant

Confidential - Wealth Management
Franklin, TN Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/19/2025

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 Support 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 administrative skills and client support.
  • You’re 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 Functions

  • Help manage onboarding paperwork for new clients.
  • Prepare client reports and maintain records / databases.
  • Address client questions, conduct research, and process requests / transactions.
  • Manage incoming client calls with concierge service.

    • 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.

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