Who We Are:

At our boutique wealth management firm, we’re more than financial advisors. We’re a team dedicated to empowering our clients through personalized financial guidance. Our approach combines cutting-edge tools with a focus on transparency, tailored to fit each client’s unique journey – from retirement planning to navigating life’s unexpected turns.

Who You Are:

Are you an administrative wizard who thrives in a fast-paced, client-focused environment? Do you excel in communication and organization, bringing a touch of professionalism to every interaction? If you’re looking for a role where your exceptional attention to detail and dynamic interpersonal skills shine, we’d love to meet you! This is an on-site position.

What We Offer:

· Growth & Development: We empower our team by encouraging employees to pursue learning opportunities that facilitate personal and professional growth.

· Diversity & Inclusion: Join a workplace where every voice matters and every team member is valued.

· Attractive Benefits: Enjoy a competitive package including health insurance, a retirement plan, and more.

· A Vibrant Team Culture: Be part of a team that’s as committed to community and camaraderie as we are to our clients.

· Beautiful Office: Nestled in the thriving Cool Springs area, our brand-new offices provide a modern and professional style within a comfortable and inviting environment.

Key Responsibilities:

· Be the warm welcome for our clients, managing their visits with professionalism.

· Coordinate and prepare for client meetings, ensuring every detail is complete and accurate.

· Manage office supplies and maintain our client document system with precision.

· Create a personalized client experience through thoughtful gifts, event planning, and personalized correspondence.

Qualifications:

· High school diploma or general education degree (GED) required

· Formal qualification in office administration, secretarial work, or related training

· 2 years’ experience in administrative and/or customer service role; financial services experience preferred

· Experience working with spreadsheets, printers, copiers, scanners, faxes, and appointment scheduling and call forwarding systems

· Excellent verbal and written communications skills and a professional demeanor

· Technical proficiency with Microsoft Office, Client Relationship Management (CRM) systems, and the ability to learn new software quickly

· Enjoys working as a team and embraces daily interactions with people

· Pleasant and client service orientated with high touch responsiveness

· Exceptional attention to detail

· Demonstrated ability to multi task and meet deadlines

· Sophisticated organizational skills

· Ability to follow directions given by the Wealth Management Associates and Financial Advisors

· Proven time management skills; a strong sense of urgency in completing work

· Sufficient patience to do repetitive work correctly

Join Us:

If you’re excited to contribute to a team where your efforts are recognized and your growth is supported, we’d love to hear from you. Apply today and start your journey with us!

Job Type: Full-time

Pay: $38,000.00 - $48,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Experience:

• administrative or customer service: 2 years (Required)

Work Location: In person