Job Description

Our client in Franklin, TN is seeking to bring on an Executive Assistant/Client Services Associate to join their high performing team. The ideal individual will be a proactive, detail-oriented, and strong communicator wanting to join one of the strongest performing and best corporate culture’s in all of Nashville!

Responsibilities:

• Communicate daily with both prospective and existing clients via phone, email, and in-person meetings, addressing inquiries and maintaining professional relationships.
• Update and manage client data in the CRM (Salesforce), ensuring accuracy and compliance with firm standards and industry regulations.
• Process client documentation, transactions, and directives, providing ongoing updates to clients.
• Educate clients on available account services, features, and new technology.
• Initiate proactive outreach to clients and advisors for time-sensitive matters.
• Take ownership of client inquiries, collaborating with internal teams to ensure timely and effective service delivery.
• Coordinate and organize meetings, appointments, conference calls, and travel arrangements for the individual, ensuring seamless execution and professional organization.
• Prepare and organize meeting materials (forms, reports, presentations) and ensure follow-up on action items post-meeting.
• Manage both domestic and international travel logistics for the individual, ensuring smooth planning.
• Manage incoming phone calls, direct inquiries, assist with scheduling, and perform general office tasks (e.g., handling mail and packages).
• Strategically manage the individual’s inbox, ensuring inquiries are appropriately directed and handled.
• Maintain accurate and organized records, files, and databases to support efficient operations.
• Generate and review reports using CRM software, including performance summaries for client meetings.
• Process financial transactions and oversee account activities (e.g., new accounts, transfers, periodic distributions, and cash management).
• Assist with documentation and information gathering for new accounts, transfers, and other related tasks.
• Oversee the individual’s expenses and administrative duties using tools like Expensify.
• Assist with marketing efforts, including seminar coordination, compliance approvals, and the creation of client communication materials.

Qualifications:

• Previous professional experience in an administrative, executive support or client services position.
• Proven work ethic from previous experience
• Technological savvy
• Strong communication skills both written and verbal
• Detail-oriented and analytical mindset

Benefits:

• HAS and FSA accounts
• Health, Dental, and Vision benefits
• Life Insurance
• 401k plus company contribution
• Paid Vacation and Holidays

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