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Office Administrator/ Coordinator Data Entry

RIA Support & CRM Coordinator

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: Jackson
Full Time position
Listed on 2025-12-31
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Data Entry
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm based in Nashville, Tennessee is seeking a RIA Support Coordinator to provide essential administrative and data management support. This role involves maintaining client and case records, coordinating documentation, and facilitating communication among various stakeholders. The ideal candidate possesses strong organizational skills, a proficiency in Microsoft Office and CRM platforms, and a minimum of two years of administrative experience.

A commitment to compliance and standard operating procedures is essential.
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