Assistant Account Manager (Personal Services) (4103)

LEVEL GROUP LTD•Nashville, TN

40d•Hybrid

About The Position

The Assistant Account Manager supports the Account Manager in the Personal Services Department, helping ensure clients’ personal financial management needs are handled accurately, efficiently, and discreetly. The role combines client support, administrative management, and operational coordination to safeguard clients’ personal and professional interests. The Assistant Account Manager assists with day-to-day client communications, financial tracking, and departmental workflows, contributes to process improvements, and helps maintain high standards of team and client service. This is a full-time, overtime-exempt position based onsite at the Nashville office from 8:00 a.m. to 4:30 p.m. CST. Hybrid work may be considered after 90 days. Duties may evolve as business needs dictate, with prior notice when possible. Level Group Ltd is a Nashville-based business management firm specializing in serving bands, artists, and other clients in the music and entertainment industries. The company emphasizes developing its people and fostering an inclusive culture grounded in respect, integrity, kindness, trust, open communication, and growth.

Requirements

Bachelor’s degree in music business, business administration, management, finance, or a related field.
Strong written and verbal communication skills, including the ability to communicate effectively with clients and team members and provide clear updates.
Ability to manage multiple projects, prioritize assignments, streamline workflows, track short- and long-term tasks, and respond to emerging needs.
Understanding of accounting principles, budgeting, expense management, or financial reporting.
Familiarity with Microsoft 365 applications, especially Excel, and project management tools.

Nice To Haves

Experience in the entertainment industry or with accounting is preferred.
Knowledge of financial software such as QuickBooks.

Responsibilities

Support communications with clients, vendors, and partners, providing timely and accurate updates and responses.
Coordinate scheduling, meetings, appointments, services, and follow-ups to ensure deliverables are met.
Maintain organized records of contracts, insurance, and compliance documents.
Support annual processes, filings, healthcare enrollment, and other client needs.
Maintain accurate bookkeeping, reconciliations, and records for client accounts.
Assist with cash flow projections, financial document preparation, and compliance filings.
Track balances, resolve discrepancies, and compile financial data for audits or special projects.
Coordinate with other departments to support returns, workpapers, and filings.
Prepare and process client payments—including checks, wires, ACH, and credit cards—for review and approval.
Track accounts payable and receivable, vendor invoices, and disbursements to ensure accuracy and timeliness.
Monitor bank activity and maintain current banking and account documentation.
Liaise with financial institutions and vendors to support payment and banking administration.
Draft and prepare correspondence, reports, and documentation for Account Manager review.
Maintain organized systems and records, ensuring accuracy, confidentiality, and compliance.
Support onboarding and offboarding processes for clients, vendors, and staff.
Coordinate schedules, meetings, agendas, and follow-ups to track deadlines and deliverables.
Standardize templates, forms, and reports to improve consistency and efficiency across client files.