Location: Nashville, TN

About the Role:

A boutique financial advisory firm is looking for an Administrative Assistant to help keep operations running smoothly and clients well cared for. This role is perfect for someone who thrives in a fast-paced, client-focused environment. You’ll manage calendars, coordinate onboarding, support marketing initiatives, and ensure every interaction reflects the firm’s high service standards.

Key Responsibilities:

• Manage calendars, schedule meetings, and coordinate logistics.
• Input and maintain data in the CRM.
• Assist with marketing efforts, segmentation, and client outreach.
• Record and organize case notes.
• Support new client onboarding and ensure a seamless experience.

Qualifications:

• 2–5 years of administrative or client service experience; financial services experience preferred.
• Excellent communication and organizational skills.
• Proficient in Microsoft Office; CRM experience a plus.

Compensation:

• Base salary: $50,000 – $60,000
• Potential for performance incentives