3 results for Executive Assistant in Nashville, TN

Financial Administrative Assistant We are in search of a Financial Administrative Assistant to join our team based in Brentwood, Tennessee. The selected candidate will be vital in providing administrative and operational support within our financial sector. This role will involve managing client communication, handling securities applications, and contributing to the success of our financial advisors and administrative team. Responsibilities: • Handle the processing of paperwork related to financial planning and securities applications • Manage client communication regarding account inquiries, including initiating online transactions • Use Microsoft Suite and MoneyTree financial planning software to maintain smooth workflows and generate accurate reports • Ensure all workshop packets are compiled and all materials are accurate and well-organized • Provide backup support across the office by answering phones as needed • Coordinate with asset vendors and security tools to meet client needs efficiently • Act as a key player in administrative functions, assisting advisors with financial planning • Utilize skills in customer service, data entry, and email correspondence to maintain efficient administrative operations • Schedule appointments and maintain records using Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, and Microsoft Word • Utilize knowledge of banking industry and security concepts to effectively perform duties.

Legal Assistant/Paralegal Paralegal / Legal Assistant – HOA Litigation Practice (Nashville, TN)We are actively recruiting on behalf of a well-established law firm in Nashville, TN, seeking an experienced Paralegal/Legal Assistant to support a partner attorney with a very active and fast-paced litigation practice focused on homeowners’ association (HOA) law. This is an excellent opportunity for a motivated, detail-oriented legal professional looking to work closely with a highly productive attorney and play an essential role in the success of the firm’s HOA practice.Position OverviewThe ideal candidate will have a minimum of 5 years’ experience as a legal assistant or paralegal, with strong organizational skills and a proactive approach to managing tasks and deadlines. This role requires someone who thrives in a busy environment and is comfortable handling a variety of responsibilities related to litigation, client communication, and administrative support.Key Responsibilities<ul><li>Partner directly with the attorney to prepare legal documents, correspondence, and pleadings.</li><li>Manage and organize case files; maintain both electronic and physical records.</li><li>Coordinate with clients, witnesses, and other parties to schedule meetings and appointments.</li><li>Draft and proofread contracts, agreements, and other legal documents.</li><li>Schedule depositions, court hearings, and other litigation-related events.</li><li>Handle administrative tasks such as answering phone calls, managing calendars, and other general office support.</li></ul>

Administrative Coordinator Job Description: Client Service Coordinator/ Administrative Coordinator – Insurance AgencyPosition Type: Temp-to-Perm (must obtain PMC Certification to transition to permanent employment)Location: Fully On-SiteCompensation: Hourly during temp period; potential opportunity for commission when converted to perm About the Role:Our client, a reputable insurance agency, is seeking a motivated and driven Client Service Coordinator to join their growing team. The ideal candidate will act as a key touchpoint for client communications, focusing on telemarketing, sales, and providing excellent customer service. With top-tier training offered on a fully on-site basis, this role is perfect for individuals looking to sharpen their skills and grow within the insurance industry. Candidates who possess a PMC (Property & Casualty) Certification are highly preferred, and obtaining the certification will be required for permanent placement. Responsibilities:<ul><li>Proactively engage in telemarketing activities to prospect new clients and introduce insurance products.</li><li>Employ sales strategies to convert leads into satisfied customers while meeting or exceeding agency expectations.</li><li>Serve as the primary point of contact for clients, delivering exceptional service and responding to inquiries with urgency and professionalism.</li><li>Build and maintain strong client relationships, fostering trust and reliability for long-term partnerships.</li><li>Collaborate closely with the sales team and other internal departments to ensure client needs are met effectively.</li><li>Achieve targeted sales goals during the temp phase and demonstrate consistent productivity for potential commission opportunities once permanent.</li><li>Attend comprehensive on-site training sessions to develop expertise in insurance products and agency workflows.</li></ul>