Administrative Assistant | CRM & Office Operations

ExecuSource; Franklin (TN); On-site; USD 57,308,000 - 63,370,000; Full time

Job summary

ExecuSource is seeking an Administrative Assistant in Franklin, TN for a full-time onsite role. The position supports day-to-day operations, CRM management, and office services with a strong emphasis on organization and customer service.

Responsibilities include front-desk duties, facility coordination, meetings, events, mail handling, and vendor coordination. Strong communication and confidentiality are essential for success in this fast-paced environment.

Qualifications

• Excellent written and verbal communication skills.
• Strong interpersonal and customer service abilities.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional, dependable, and service-oriented approach.
• Strong team player who is also comfortable working independently.
• Ability to maintain confidentiality and appropriately handle sensitive information.
• Strong follow-through and problem-solving skills.
• Comfortable learning and working within CRM and other business systems.
• Ability to interact professionally with clients, prospects, vendors, employees, and leadership.
• Flexible “can-do” attitude and willingness to assist wherever needed.

Responsibilities

• Warmly answer, screen, and appropriately direct incoming telephone calls.
• Welcome and assist visitors, clients, prospects, and vendors upon arrival.
• Serve as the primary point of contact with building management for maintenance, parking, security, power outages, trash removal, and other facility-related needs.
• Ensure conference rooms, shared offices, supply areas, break rooms, and other common spaces remain clean, organized, and professional.
• Maintain daily kitchen operations, including snacks, beverages, coffee supplies, and general organization.
• Coordinate maintenance of office equipment, including copiers and shredders, and work with outside vendors when necessary.
• Order and maintain office, printing, and kitchen supplies.
• Submit IT service tickets and assist with coordinating technology issues affecting employees or the office.
• Manage conference room scheduling and assist with meeting setup, cleanup, catering, and food orders.
• Assist with planning and coordinating logistics for onsite and offsite meetings and events.
• Manage incoming and outgoing mail, packages, and deliveries, including USPS, UPS, and FedEx.
• Create and update client checklists and maintain accurate client information within the CRM.
• Serve as a CRM superuser, supporting data accuracy, platform usage, and end-user questions.
• Update CRM records with policies, renewal dates, participants, premiums, projections, and supporting documentation.
• Pull reports from carrier websites as needed.
• Prepare, print, and bind client presentations and other materials.
• Coordinate client and prospect gifting for birthdays, holidays, bereavement, and special occasions.
• Partner with the Marketing Manager to ensure marketing materials and collateral are available onsite.
• Plan and communicate internal staff events and employee recognition initiatives.
• Support company-wide employee programs and events.
• Complete additional administrative projects as assigned by the management team.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Multitasking

Professional demeanor

Team player

Confidentiality

Follow-through

CRM familiarity

Client/prospect interaction

Can-do attitude

Job description

ExecuSource is seeking an Administrative Assistant in Franklin, TN for a full-time onsite role. The position supports day-to-day operations, CRM management, and office services with a strong emphasis on organization and customer service.

Responsibilities include front-desk duties, facility coordination, meetings, events, mail handling, and vendor coordination. Strong communication and confidentiality are essential for success in this fast-paced environment.