Financial Firm - Office Assistant

Job Description

Job Description

We are a well-established wealth management firm located in historic downtown Franklin, Tennessee. For more than 30 years, we have served clients and their financial portfolios with a focus on professionalism, long-term relationships, and thoughtful service.

We are seeking a reliable and highly organized Client Service Associate / Office Assistant to support our advisory team and help maintain the smooth operation of our office. This role is well suited for someone who enjoys a professional environment where accuracy, organization, and dependability are highly valued, and who takes pride in supporting a team that serves clients with care and attention.

Our office has a steady rhythm, and we are looking for someone who can integrate seamlessly into our daily operations while supporting both our advisors and our clients. We value professionalism, attention to detail, and a steady approach to day-to-day operations.

Minimum Qualifications

• 2+ years of professional office or administrative experience

• Strong proficiency in Microsoft Office (Outlook, Word, Excel)

• Excellent organizational skills and attention to detail

• Professional written and verbal communication

• Ability to manage multiple tasks within established systems and workflows

• Dependable, positive, and team-oriented mindset

Preferred Experience

• Experience in wealth management, banking, financial services, or another professional office environment

• Familiarity with handling confidential client information and documentation

Many successful candidates for this role have previously worked in banking, financial services, accounting firms, law firms, or other professional administrative environments.

Key Responsibilities

• Assist with client account administration, including paperwork and monetary transactions

• Maintain organized client records and documentation

• Serve as a professional point of contact for clients and visitors

• Answer and direct incoming phone calls and emails promptly and professionally

• Support advisors with administrative and operational tasks

• Assist with scheduling, office coordination, and general administrative support

• Order office supplies and assist with occasional office errands

What We Offer

• A stable, organized office with a strong team culture

• Full-time, in-person position in downtown Franklin

• Competitive salary starting around $65,000 , with higher compensation based on experience

• Opportunity to become a key member of a well-established firm serving clients for over 30 years

Applicant Note:
To help us learn a little about you, please include a brief sentence explaining why you are interested in working in a wealth management office and supporting a small professional team.

If you value being part of a dependable team and supporting smooth day-to-day operations in a professional environment, we encourage you to apply.