Job ID: 49551
Location: Franklin, Tennessee
Employment Type: Direct Hire
Last Updated: 9 days ago
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.
- 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
Compensation & Benefits:
- $70,000+
- HAS and FSA accounts
- Health, Dental, and Vision benefits
- Life Insurance
- 401k plus company contribution
- Paid Vacation and Holidays
