Assistant Account Manager (Personal Services)

Level Group LTD; Nashville (TN); Hybrid; USD 48,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

401k plan

PTO

Hybrid work

Casual attire

Job summary

Level Group Ltd in Nashville, TN is seeking an Assistant Account Manager to support the Account Manager in personal services, handling client communications, financial tracking, and workflows. The role blends client support, accounting, and operations to protect client and firm interests.

You will assist with day-to-day communications, bookkeeping, vendor coordination, and process improvements while ensuring confidentiality and high service standards across clients.

Qualifications

• Bachelor's degree or equivalent in business/finance preferred.
• Experience in client-facing roles and basic accounting is desirable.
• Strong communication and organizational skills required.

Responsibilities

• Support day-to-day client communications, financial tracking, and documentation.
• Maintain organized records of contracts, insurance, and compliance documents.
• Process client payments and assist with cash flow projections and filings.
• Coordinate onboarding/offboarding for clients and vendors; assist with reports and templates.

Skills

Client relations

Accounting basics

Bookkeeping

Communication

Time management

Education

Bachelor's degree in Business/Finance

Tools

QuickBooks

Excel

MS Office

Job description

About Level Group Ltd

Level Group Ltd is a Nashville based business management firm, with a specialty in serving bands, artists, and a variety of clients across the music & entertainment industries. We focus on the business and financial side of things, so our clients can focus on what they do best.

About Level Group Ltd

Level Group Ltd is a Nashville based business management firm, with a specialty in serving bands, artists, and a variety of clients across the music & entertainment industries. We focus on the business and financial side of things, so our clients can focus on what they do best. Our growth and exceptional service are fueled by the development of our people. At Level, we believe that investing in our teams is the key to our success—and our clients’. If you thrive in a fast-paced, collaborative environment and want to play a meaningful role in the music business, we’d love to hear from you!

About The Position

The Assistant Account Manager supports the Account Manager within the Personal Services Department by helping ensure that our clients’ personal financial management needs are handled accurately, efficiently, and with discretion. This role combines client support, administrative management, and operational coordination to safeguard both personal and professional interests. The AAM assists with day-to-day client communications, financial tracking, and departmental workflows, while contributing to process improvements, and helping to maintain a high standard of team and client service.

Role Specific Responsibilities

Client Relationship & Support

• Support communications with clients, vendors, and partners, ensuring all parties receive timely and accurate updates and responses.
• Coordinate scheduling, meetings, appointments, services, and follow-ups to ensure deliverables are met.
• Maintain organized records of contracts, insurance, and compliance documents.
• Support annual processes, filings, healthcare enrollment and a variety of needs across each client.

Financial Management & Accounting

• Maintain accurate bookkeeping, reconciliations, and records for client accounts.
• Assist with cash flow projections, financial document preparation, and compliance filings.
• Track balances, resolve discrepancies, and compile financial data for audits or special projects.
• Coordinate with the other departments to support returns, workpapers, and filings.

Banking & Payment Administration

• Prepare and process client payments (checks, wires, ACH, credit cards) for review and approval.
• Track accounts payable/receivable, vendor invoices, and disbursements to ensure accuracy and timeliness.
• Monitor bank activity and maintain up-to-date banking and account documentation.
• Liaise with financial institutions and vendors to support payment and banking administration.

Administrative & Operational Support

• Draft and prepare correspondence, reports, and documentation for Account Manager review.
• Maintain organized systems and records, ensuring accuracy, confidentiality, and compliance.
• Support onboarding and offboarding processes for clients, vendors, and staff.
• Coordinate scheduling, meetings, agendas, and follow-ups to track deadlines and deliverables.
• Standardize templates, forms, and reports to improve consistency and efficiency across client files.

This job description is not intended to be an exhaustive list of all duties and responsibilities associated with the position. These may evolve or change over time, with prior notice, when possible, though flexibility is required as business needs dictate.

Compensation

What we offer

• Competitive Salary commensurate with candidate experience and qualifications

Benefits

• Paid Time Off: A robust PTO policy & annual holiday schedule
• Health Insurance: Health, Dental & Vision
• Retirement: 401k plan (with annual company contribution)
• Life Insurance: Complimentary basic life coverage
• Flexibility: Hybrid work
• Environment: Casual attire, fun colleagues, office snacks, company sponsored events, team building

Schedule

This position is a full-time, overtime exempt position and requires candidates to be onsite at our Nashville office location from the hours of 8:00am - 4:30pm CST. This position will be considered for hybrid (WFH) following 90-day period.

Our Values

We cultivate an inclusive culture grounded in respect, integrity, and kindness - where every team member is empowered to share their unique perspective and contribute their strengths toward our shared success. United by a culture of trust, open communication, and a commitment to growth, we strive to consistently deliver exceptional quality, value, and service to our clients.

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Level Group is an equal opportunity employer. All employment opportunities for job applicants are made without regard to race, color, creed, religion, gender, gender identity or expression, sexual orientation, age, disability, or any other protected status covered by federal, state or local regulations.