RIA Support Desk & Records Coordinator
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-08-18
Listing for:
Jackson
Full Time
position Listed on 2026-08-18
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Data Entry, Business Administration
Job Description & How to Apply Below
Jackson is seeking an RIA Support Coordinator to provide administrative and data management support for the RIA Support Desk. You will maintain client and case records, coordinate documentation, manage CRM updates, and facilitate communication among internal teams, external partners, and advisors.
The role emphasizes accurate data handling, timely follow-up on case activities, and creating a smooth, professional experience for all parties involved.
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