Wealth Manager Assistant (Program Coordinator)
TENCU · Nashville, TN · 3 mo ago
FinanceFull-time
About the role
Responsible for coordinating and supporting the wealth management team in various administrative tasks.
Responsibilities
- Manage client files and ensure accurate record-keeping
- Handle scheduling appointments and coordinating meetings
- Prepare financial reports and presentations as needed
- Assist in the organization of events and seminars
Requirements
- Bachelor’s degree in Business Administration, Finance, or related field
- At least 2 years of relevant experience in a similar role
- Strong organizational and time management skills
- Proficiency in Microsoft Office Suite
Qualifications
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of wealth management principles and practices
Skills
- Proficient in Microsoft Office Suite
- Experience with CRM systems (optional)
Benefits
- Flexible working hours
- Professional development opportunities
- Competitive compensation package
Pay
$50,000 - $60,000 annually
Schedule
Full-time, Monday through Friday, 9 AM to 5 PM
Contact
To apply, please fill out the form below or contact us at [contact information].
* Fields are required