Administrative Assistant/Client Services Associate

Job Details

Excellent Career Growth Opportunity for a Strong Administrative Assistant!

This is the opportunity you re seeking if you re a strong administrative assistant with excellent interpersonal skills that wants more growth potential than traditional AA roles in an exceptional culture (NBJ s #1 rated culture 2021 and 2022 Mid-Size Employers plus Tennessean's Top Workplace 2020, 2021, 2022, 2023). It s a highly energizing environment where you ll absolutely look forward to Monday once again!

Qualifications Administrative Assistant/Client Services Associate

• You're an accomplished Administrative Assistant with solid tenures that thrives in supporting leaders and serving clients.
• You would love the opportunity to grow in the wealth management field to better support your team s Financial Advisors and assist clients with everyday requests, needs, questions, and transactions.
• You re tech savvy, have excellent follow through, and enjoy playing a role in advancing operational processes and systems to support a high-growth team.
• You work well in an environment where you have support and direction, but also have the freedom and autonomy to operate and get the job done.
• You have an interest in growing your knowledge by acquiring certifications and licensing to better serve clients in an operational capacity.
• 8/8:30 am to 4:30/5 pm, Monday Friday, in one of Maryland Farms nicest and newest offices.

Key Responsibilities Administrative Assistant/Client Services Associate

• Processing & Management of Forms Compliance requires special training and careful attention to the management of sending, receiving, and filling out forms for clients to execute financial requests.
• Reception Our CSA serves as the face to the public for our team by receiving calls, visitors, and responding to all incoming communications.
• Calendaring/Email Management Manage your teams Financial Advisors calendars and scheduling, as well as, managing emails communications.
• Proactive Efforts Help manage and refine our process for client reviews, continually gain mastery of industry platforms and processes, take on additional projects, and pursue additional licensing and designations to further your career and better serve clients in an operational capacity.

Rewards Administrative Assistant/Client Services Associate

• Salary & Full Benefits Salary with Full 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.
• Unparalleled Growth Opportunity Develop into a licensed Client Services Associate (CSA) with the option to continue advancing to Certified Financial Planner (CFP) to support Financial Advisors and clients at a strategic level.
• #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 one of our up-and-coming wealth teams at our Maryland Farms office alongside some of our top wealth teams which include Forbes' Top Next-Gen Wealth Advisors that are more than happy to help you succeed.
• Very Attractive Office Enjoy working in one of the newest and nicest office buildings in Maryland Farms with easy parking plus a wonderful courtyard in a park-like setting.
• Community You will develop special relationships and bonds within our wealth teams as well as become a part of the lives of our client families.
• High Performance Our motto is Hungry. Humble. Smart. and that's truly exemplified from the top down.

 Wealth Management - Brentwood

 06/18/2024

 all cities,TN