Administrative Assistant

Company DescriptionEstate and Financial Strategies, Inc. is a financial advisory firm dedicated to serving clients who are seeking Tax planning, Estate planning, and financial planning all under one roof. Catering to retirees and high net worth individuals as well as retail investors. As a fiduciary firm we are legally required to only act in our clients best interests and to deliver the best financial outcomes possible. Role DescriptionThis is a full-time, on-site role for a Financial Operations Assistant located in Brentwood, TN. The Financial Operations Assistant will manage daily operational tasks, support operations management, conduct analytical assessments, and provide excellent customer service and communication with clients. Day-to-day responsibilities include processing financial transactions, maintaining records, assisting with financial reporting, and addressing client inquiries to ensure smooth operations.QualificationsExperience in Operations and Operations ManagementStrong Analytical SkillsEffective Communication and Customer Service skillsDetail-oriented with strong organizational skillsAbility to work collaboratively in a team environmentExperience in financial services is a plusBachelors degree in Finance, Business Administration, or related field

Created: 2025-05-11