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Posted: Monday, May 15, 2017 3:00 PM


About the Job

Firm Profile

Full-time position available immediately for an administrative/executive assistant working for and supporting a team of financial advisors with over 50 years of combined experience, and associated with a Fortune 500 company.

Job Description
Serves clients by providing information; responding to inquiries; resolving problems
Provides Administrative support to our 4 Certified Financial Representatives by preparing, reviewing, and processing paperwork
Maintains customer records by updating account information and documenting conversations and activity
Contributes to team effort by accomplishing related results as needed
Answers phones and directs calls as needed
Schedule client appointments and help maintain multiple calendars
Become proficient in all necessary computer applications used for practice
Keep team members up to speed on pending business, production and progress
Process incoming correspondence, mail, and email
Protects organization’s value by keeping information confidential
Performs any other duties assigned
High School Diploma required, Bachelor’s degree preferred
1+ yearsofgeneral office experience or work in an administrative position preferred
Requires continual concentration and attention to detail with common interruptions to workflow
Excellent verbal and written communication skills
Self-motivated, proactive attitude,
Excellent organizational skills, including planning, prioritizing and overseeing numerous concurrent projects
Must be able to work in a fast-paced environment both independently and on a team.
Proficient computer skills required along with ffamiliarity with various computer products and applications, such as MS Word, Excel, and Microsoft Outlook
Satisfactory completion of background check, fingerprinting and required employment documentation.

To Apply:
Please contact Ashley Joyce at the email address for further details, or send in a resume to begin the application process.

• Location: Nashville

• Post ID: 21842663 nashville is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017