RIA Support Desk & Records Coordinator

Jackson; Nashville (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

Jackson is seeking an RIA Support Coordinator to provide administrative and data management support for the RIA Support Desk. You will maintain client and case records, coordinate documentation, manage CRM updates, and facilitate communication among internal teams, external partners, and advisors.

The role emphasizes accurate data handling, timely follow-up on case activities, and creating a smooth, professional experience for all parties involved.

Qualifications

• H.S. Diploma or GED is required.
• Associate's Degree preferred.
• 2+ years of administrative experience preferred.
• Experience with CRM platforms is preferred.

Responsibilities

• Supports CRM client records and case management in line with FINRA standards.
• Updates case statuses and tracks outstanding requirements.
• Prepares and organizes client and advisor documentation.
• Monitors updates from carriers on in-flight cases.
• Schedules calendars for writing agents and stakeholders using Outlook and CRM tools.
• Provides periodic reports and communicates deadlines.
• Maintains and updates files to ensure data integrity.
• Performs other duties as assigned.

Skills

Communication

Organization

Project coordination

Customer service

Microsoft Office

Adobe Acrobat

CRM dashboards

Data management

Compliance awareness

Team collaboration

Education

High School Diploma or GED

Associate's Degree preferred

Tools

CRM platforms

Outlook

Excel

Word

PowerPoint

Adobe Acrobat

Job description

Jackson is seeking an RIA Support Coordinator to provide administrative and data management support for the RIA Support Desk. You will maintain client and case records, coordinate documentation, manage CRM updates, and facilitate communication among internal teams, external partners, and advisors.

The role emphasizes accurate data handling, timely follow-up on case activities, and creating a smooth, professional experience for all parties involved.