What are the responsibilities and job description for the Confidential - Wealth Management | Administrative Assistant 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 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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Job openings at Confidential - Wealth Management

Junior Financial Advisor

Confidential - Wealth Management

Franklin, TN Full Time

Our Promise to You! We won’t promise you a six figure income in your first year or that in a matter of months we’ll turn...

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Confidential - Wealth Management | Administrative Assistant

What are the responsibilities and job description for the Confidential - Wealth Management | Administrative Assistant position at Confidential - Wealth Management?

What is the career path for a Confidential - Wealth Management | Administrative Assistant?

Job openings at Confidential - Wealth Management

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