RIA Support Coordinator (Finance)

Location: Nashville, TN; full-time onsite position

Company

hirify.global supports insurance and financial services operations involving writing agents, advisors, client records, and case documentation.

What you will do

• Maintain accurate CRM, client, and case records in accordance with FINRA standards.
• Update case statuses, track service interruptions, and follow up on outstanding requirements and documentation.
• Prepare and organize letters, memoranda, reports, summaries, and other client and advisor documentation.
• Contact ceding carriers for updates on in-flight cases awaiting funds.
• Coordinate calendars for writing agents and stakeholders using Outlook and CRM tools.
• Prepare periodic reports and communications about deadlines and outstanding items.

Requirements

• High school diploma or GED required.
• At least 2 years of administrative experience preferred.
• Strong verbal and written communication, organization, problem-solving, relationship management, and customer service skills.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
• Proficiency with Adobe Acrobat and intermediate CRM dashboard and reporting capabilities.
• Understanding of compliance policies and FINRA records standards; ability to work independently and collaboratively in a deadline-driven environment.

Nice to have

• Associate's degree.
• Experience with CRM platforms.

Culture & Benefits

• Fast-paced, dynamic, team-oriented work environment.
• Opportunity to work independently and collaboratively with internal stakeholders, external partners, and advisors.
• Tobacco-free company facilities and campuses.