Administrative Client Intake Specialist
Company: Wesley Group
Location: Franklin
Posted on: January 3, 2026
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Job Description:
The Westly Group, a pioneering venture capital firm dedicated to
clean technology and sustainable investments, is seeking a diligent
Administrative Client Intake Specialist to join our dynamic team.
This role is pivotal in maintaining our commitment to environmental
and social governance by ensuring a streamlined and effective
intake process for our prospective clients and partners. The ideal
candidate will bring a sharp attention to detail and a passion for
sustainability, operating within our financial services framework
to support our mission of investing in a better future. Greet and
direct clients and visitors in a professional manner. Manage the
initial screening and handling of incoming client inquiries and
correspondence. Coordinate and schedule meetings and appointments
for financial advisors and clients. Maintain and update client
records in compliance with privacy and regulatory standards. Handle
sensitive information confidentially and interact with clients
tactfully. Prepare and distribute client intake packets and
financial documentation. Assist in the preparation of presentations
and reports related to client engagement and investment
opportunities. Collaborate across departments to ensure seamless
client experience and support business operations. Strong
organizational and administrative skills Excellent verbal and
written communication Proficiency in Microsoft Office Suite and
client management software Ability to handle confidential
information with discretion Capable of managing multiple tasks with
an eye for detail Strong interpersonal skills and a
customer-focused approach Medical Insurance Dental Insurance Vision
Insurance 401k Certified Administrative Professional (CAP) is
preferred. Any additional certification in customer service or
client management is beneficial.
Keywords: Wesley Group, Franklin , Administrative Client Intake Specialist, Accounting, Auditing , Franklin, Tennessee
