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Administrative Associate | Franklin, TN

Full-Time | In Person

We help people fast-track their freedom and live more fulfilling lives.

Abound Wealth Management is looking to hire an Administrative Assistant. Now is an exciting time to work at Abound Wealth Management. We’re rapidly growing due to our excellent financial advising services and the growth of “The Money Guy Show.” We are seeking someone to help update client management software, complete client paperwork processes, maintain professional communication with clients, and provide support to advisors.

Here’s what we’re looking for:

Key Responsibilities
  • Answering Phones
  • Office Organization
  • Coordinating staff meetings/events
  • Sending Client Reports
  • Spreadsheet Maintenance
  • Client Onboarding & Paperwork
  • Money Movement
  • Client and Business Communication and Troubleshooting
Qualifications
  • Previous Administrative Experience, Banking/Financial Industry Preferred
  • Excellent Written and Verbal Communication Skills
  • Strong Microsoft Office, Google Chrome, and Email Skills
  • Capable of Managing Confidential Information
  • Ability to Work Independently with Initiative and Collaboratively with a Team
  • Highly Organized
  • Great Attention to Detail
What We Offer

Abound Wealth Management was founded on the cornerstones of family and stewardship. These beliefs not only extend to our clients, but also to our team.

  • Employer-subsidized health insurance. Paid holidays and vacation time.
  • Generous retirement plan contribution (6-8% annual, non-elective employer contribution).
  • Work in our historic downtown Franklin, TN office with a spectacular quality of life only 20 minutes from Music City.

If you exude exceptional energy, are committed to excellent customer service, have integrity, are detail-oriented, and a team-player, please apply to join our team!