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This opportunity is within our Family Office Services group.
Administration and Organization of FOS Office (25% Weighting)
Family Office Services Para-Planners are tasked with everyday administration, support, and organization of the First Tennessee Bank Advisors Family Office Services Office. Office hours are 8:30am – 5:00pm Monday through Friday. It is during these hours that we receive guests, get calls, and the office must be “open”. Areas of focus include:
Scheduling, confirming, and RMS entry for tracking purposes.
Answering phones, responding to requests
Maintenance of equipment, software, office supplies, etc.
Coordination of events
New Client Set-up & Ongoing Maintenance (25% Weighting)
Family Office Services Para-Planners are tasked with processing new client’s information in the following areas in an efficient and effective manner.