Wealth Management Administrative Specialist

Vaco by Highspring

Franklin (TN)

On-site

USD 60,000 - 65,000

Full time

7 days ago

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Job summary

Vaco by Highspring in Franklin, TN is seeking a direct-hire Administrative Assistant to support Financial Advisors and internal partners in a fast-paced service desk environment. This onsite role handles administrative tasks with a focus on accuracy and customer service.

The ideal candidate will have 2+ years of admin or customer service experience, strong organizational skills, and proficiency with Microsoft Office and CRM systems, with duties spanning records management, data reporting, and

Qualifications

Bachelor's or Associate's degree preferred.
2+ years of administrative, customer service, or operational support experience.
Proficiency with Microsoft Office Suite and video conferencing platforms.
Experience with CRM systems and databases.

Responsibilities

Serve as a primary point of contact for Financial Advisors and internal partners, processing service requests and inquiries.
Create, maintain, and update records, files, and reports with accuracy and confidentiality.
Use CRM platforms and internal systems to manage data and support workflows.
Provide administrative support via phone, email, and in-person communication.
Assist with cross-functional operations projects and front desk responsibilities.