Financial Administrative Assistant

Reference Number: nUR82O
Location: Chattanooga, Tennessee, US


Wealth Management and Consulting firm seeking a Financial Administrative Assistant. You will be working directly with the owner on daily tasks as well as servicing customer issues. A successful candidate must be extremely professional in appearance and manner with strong organizational, verbal and written communication skills.


Job Description:

  • Opening new client accounts
  • Servicing client requests
  • Trades and Allocations
  • Billing for Client Services
  • Timely answering of phones and accuracy of transfers to correct departments
  • Appointment confirmation calls
  • Assistance with scanning for all departments; responsible for the accuracy of naming conventions and scanned file locations
  • Client relations focused: greeting clients, escorting them through the building, maintain anniversary/birthday/etc cards & gifts
  • Supply inventory & ordering, run errands and paperwork, opening & closing office duties

Benefits Include:

  • Small Office Environment
  • Paid vacation and sick days
  • 401k Match
  • Office Dog (Tank)


  • Advanced level proficiency in Microsoft Office (Word, Excel)
  • Collaboration with team members
  • Critical thinking
  • Excellent written and verbal communication
  • Interaction with clients and building business relationships
  • Impeccable organizational and time management skills
  • Confidence on the phone with regard to scheduling and client request
  • Teachable mentality with willingness to earn certifications
  • Professional dress required


  • College degree or equivalent experience in related field

Salary: Negotiable based on experience.


Job Type: Full-time

Admin/Clerical Staff