Administrative Assistant

Insight Global; Chattanooga (TN); On-site; USD 38,000 - 52,000; Full time

Job summary

Insight Global in Chattanooga, TN is seeking an Administrative Assistant to directly support two Portfolio Managers in our financial advisory practice. The role focuses on client interactions, essential paperwork, and ensuring the team operates smoothly daily.

The ideal candidate has 2–4 years of administrative experience in financial services, a highly professional demeanor, and strong Microsoft Office skills with comfort using CRM and financial platforms. On-site five days a week.

Qualifications

• 2–4 years of administrative experience in financial services or related field.
• Strong professionalism with excellent verbal and written communication.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfortable with CRM/industry software.
• Clear understanding of financial paperwork, client documentation, and advisory workflows.

Responsibilities

• Provide high-level administrative support to two Portfolio Managers, managing calendars, meetings, and daily priorities.
• Prepare, review, and process client paperwork, account documentation, and financial forms with high accuracy.
• Coordinate and participate in client meetings, ensuring materials are prepared and follow-ups completed promptly.
• Serve as a professional point of contact for clients, facilitating communication with portfolio managers.
• Maintain accurate client records and documentation per firm and industry standards.

Skills

Professionalism

MS Office

CRM familiarity

Financial services admin

Education

High school diploma (assoc./ bach. preferred)

Tools

CRM platforms

Financial platforms

Job description

Administrative Assistant – Job Description

Location: Chattanooga, TN (On-site, 5 days a week)

Schedule: Full-time, 9:00 AM – 5:00 PM

Experience Level: 2–4 years

Industry: Financial Advisory / Wealth Management

About the Role

We are seeking a polished, detail-oriented Administrative Assistant to directly support two Portfolio Managers within our financial advisory practice. This role is critical to the smooth operation of the team — handling client-facing interactions, preparing essential paperwork, and ensuring our portfolio managers are set up for success every day. The ideal candidate brings a strong background in financial services, excellent professionalism, and a sharp technical aptitude.

Key Responsibilities

• Provide high-level administrative support to two Portfolio Managers, managing calendars, meetings, and daily priorities.
• Prepare, review, and process client paperwork, account documentation, and financial forms with a high degree of accuracy.
• Coordinate and participate in client meetings, ensuring materials are prepared and follow-ups are completed promptly.
• Serve as a professional point of contact for clients, responding to inquiries and facilitating communication between clients and portfolio managers.
• Maintain accurate client records and documentation in compliance with firm and industry standards.
• Assist with onboarding new clients, including gathering required documentation and completing account opening paperwork.
• Schedule appointments, manage travel arrangements, and coordinate logistics for client and internal meetings.
• Support the team with ad-hoc projects, reporting, and administrative tasks as needed.

Qualifications

• 2–4 years of administrative experience, required within a financial advisory, wealth management, or related financial services environment.
• Strong understanding of financial paperwork, client documentation, and advisory workflows.
• Highly professional demeanor with excellent verbal and written communication skills.
• Strong technical aptitude — proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfortable learning CRM and financial platforms.
• Exceptional organizational skills with the ability to manage competing priorities and sensitive information with discretion.
• High attention to detail and accuracy, particularly when handling financial documents.
• Reliable, punctual, and able to maintain a consistent in-office presence 5 days a week.
• High school diploma required; associate's or bachelor's degree preferred.

Preferred Skills

• Familiarity with CRM platforms (e.g., Salesforce, Redtail) and financial industry tools.
• Understanding of compliance and regulatory requirements within the financial services industry.

What We're Looking For

A proactive, polished professional who thrives in a client-facing environment and takes pride in being an indispensable partner to senior leaders. The ideal candidate blends financial industry knowledge, strong administrative skills, and a professional presence — someone who anticipates needs, maintains confidentiality, and consistently delivers top-tier support.