Head Receptionist

Forgent Ltda.; Nashville (TN); On-site; USD 52,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Licensing and education reimbursement

Job summary

Forgent Ltda. is partnering with a growing wealth management firm in Franklin, TN to hire a dedicated front desk administrator. You will welcome clients, keep advisors’ days on track, process client checks, and support compliance recordkeeping.

The role requires 2–3 years of experience in administration, reception, or client service, and offers a path for growth within the firm. Work in-office, Monday–Thursday 8 to 5 and Friday 8 to 3, with occasional evening client events.

Qualifications

• 2–3 years of experience in administration, reception, or client service.

Responsibilities

• Welcome clients and direct them to the appropriate advisor.
• Process client checks under FINRA/SEC requirements and support compliance recordkeeping.
• Help run client events and manage front-desk operations.

Skills

Front desk

Client service

Reception

Job description

$25.00–$29.81/hr (about $52K–$62K a year)

Fridays end at 3:00 · Firm-funded licensing and education

In office, Franklin, TN · Full-time

Forgent is a specialty talent platform for financial services firms. We're leading this search on behalf of our client, a growing, Forbes Best-in-State independent wealth management firm, and they want the person clients see first in their Franklin office. You'll welcome clients, keep advisors' days on track, process client checks, support compliance recordkeeping, and help run the events that bring clients and the team together. You need 2–3 years of experience in administration, reception, or client service.

Why it's worth a look

A front desk role that doesn't dead-end.

You'll process client account checks under FINRA/SEC requirements, support compliance, and work with advisors every day. You'll learn how a wealth management firm actually runs. The firm is growing and recently went fully independent, so people who take initiative get more to own.

The firm will pay for your next step.

Continuing education, licensure, and designation assistance are part of the package. If you want to grow into client service, operations, or compliance, the path is funded.

Your Friday afternoons are yours.

You'll work Monday–Thursday 8 to 5 and Friday 8 to 3, with an occasional evening client event. The role is overtime-eligible and includes a 401(k) with safe harbor match.

Let's Talk About You

You make a great first impression look effortless, and you're ready for a role where that skill leads somewhere. You might be running the front desk at a medical practice, law firm, bank branch, or hotel today. You're the one people ask for by name: you remember a client's kids and still catch the mistake on the form. You like a busy day with plenty of variety, you keep confidential things confidential, and you want your next job to come with a real career path, not just a new desk.

On that page you can read the full role description, then create your Forgent profile and start with a short career chat (about 10 minutes). From there you'll complete a couple of activities specific to this role, and that's what our client actually reviews.

Invited candidates will continue the interview process on Forgent.