Client-Facing Admin for Wealth Management Team

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

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.