Executive Advisory Operations Specialist

LBMC; Brentwood (TN); Hybrid; USD 42,000 - 64,000; Full time

Job summary

LBMC’s Advisory Services team seeks an Advisory Operations Specialist to provide operational and administrative support, ensuring content, presentation, and timeliness meet LBMC standards. The role emphasizes exceptional service to internal and external clients and collaborates with Shareholders, Senior Managers, and partners.

The position is hybrid with a preference for on-site presence in Brentwood (Nashville area) 4-5 days/week, supporting project setups, billing, and related processes within

Qualifications

• Strong written and oral communication skills.
• Strong interpersonal skills and service mindset.
• Proven ability to handle multiple priorities with excellent time management and attention to detail.
• High school diploma or GED required; associate degree in business preferred.
• 2+ years of administrative/executive assistant experience.

Responsibilities

• Provide operational and administrative support to LBMC’s Advisory Services team.
• Create, edit, and file engagement letters and contracts to ensure steps are complete.
• Manage calendars for executive leadership within Advisory.
• Coordinate appointments, catering, and travel as requested.
• Process timesheets, expense reports, mileage reimbursements, and credit card reconciliation for leadership.
• Assist with onboarding for new hires and departmental logistics.
• Support PowerPoint updates and document revisions as needed.
• Provide backup coverage for the main receptionist and maintain office supplies.

Skills

Communication skills

Time management

Attention to detail

Interpersonal skills

Servant leadership

Positive attitude

Administrative experience

Education

High school diploma or GED

Associate degree in business

Tools

Microsoft Office

Excel

PowerPoint

Job description

LBMC’s Advisory Services team seeks an Advisory Operations Specialist to provide operational and administrative support, ensuring content, presentation, and timeliness meet LBMC standards. The role emphasizes exceptional service to internal and external clients and collaborates with Shareholders, Senior Managers, and partners.

The position is hybrid with a preference for on-site presence in Brentwood (Nashville area) 4-5 days/week, supporting project setups, billing, and related processes within