Administrative Assistant

LBMC Staffing Solutions, LLC; Brentwood (TN); On-site; USD 36,000 - 48,000; Full time

Job summary

LBMC Staffing Solutions, LLC is seeking a thoughtful Client Service/Administrative Assistant for our investment firm client in Brentwood, TN. This is an excellent entry‑level opportunity for an intellectually curious, empathetic professional aiming to build a long‑term career in financial services.

You’ll work with senior team members, gain hands‑on exposure to client relationships, operations, and the investment advisory process, and thrive on strong problem‑solving and organizational skills.

Qualifications

• 2–5 years of professional experience (financial services experience is helpful but not required)
• High emotional intelligence—empathetic, patient, and client‑focused
• Strong critical thinking and problem‑solving skills
• Detail‑oriented with strong organizational skills
• Proactive mindset with a willingness to learn and take initiative

Responsibilities

• Serve as a primary point of contact for client inquiries, requests, and ongoing service needs
• Build and maintain strong, trust-based relationships through responsive and empathetic communication
• Assist with account onboarding, maintenance, and documentation
• Coordinate client communications, meetings, and follow-ups
• Support advisors with reporting, client reviews, and portfolio‑related materials
• Ensure accuracy and timeliness in all client‑facing and operational tasks
• Collaborate with internal teams to resolve issues and improve service delivery
• Continuously learn about firm offerings, investment concepts, and industry best practices

Skills

Client service

Communication

Relationship building

Attention to detail

Organization

Problem-solving

Job description

We are seeking a thoughtful, detail-oriented Client Service/Administrative Assistant to join our clients growing investment firm. This is an excellent opportunity for an early-career professional who is intellectually curious, empathetic, and eager to build a long-term career in financial services.

Industry experience is a plus. We are committed to training the right person—we primarily value emotional intelligence, strong problem-solving skills, and a genuine desire to provide an exceptional client experience.

You’ll work closely with senior team members gaining hands‑on exposure to client relationships, operations, and the investment advisory process.

Key Responsibilities

• Serve as a primary point of contact for client inquiries, requests, and ongoing service needs
• Build and maintain strong, trust-based relationships through responsive and empathetic communication
• Assist with account onboarding, maintenance, and documentation
• Coordinate client communications, meetings, and follow-ups
• Support advisors with reporting, client reviews, and portfolio‑related materials
• Ensure accuracy and timeliness in all client‑facing and operational tasks
• Collaborate with internal teams to resolve issues and improve service delivery
• Continuously learn about firm offerings, investment concepts, and industry best practices

Qualifications

• 2–5 years of professional experience (financial services experience is helpful but not required)
• High emotional intelligence—empathetic, patient, and client‑focused
• Strong critical thinking and problem‑solving skills
• Detail‑oriented with strong organizational skills
• Proactive mindset with a willingness to learn and take initiative