Assistant Account Manager (Personal Services)

LEVEL GROUP LTD 1 • Nashville, TN

10d • Hybrid

About The Position

The Assistant Account Manager supports the Account Manager within the Personal Services Department by helping ensure that our clients’ personal financial management needs are handled accurately, efficiently, and with discretion. This role combines client support, administrative management, and operational coordination to safeguard both personal and professional interests. The AAM assists with day-to-day client communications, financial tracking, and departmental workflows, while contributing to process improvements, and helping to maintain a high standard of team and client service.

Requirements

• Bachelor's degree in music business, business administration, Management, Finance, or a related field.
• Strong written and verbal communication skills, with ability to communicate effectively with a variety of clients, team members, and provide clear updates.
• Ability to manage multiple projects simultaneously, prioritize assignments, streamline workflows, track long-term and short-term tasks, and keep up with 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 preferred.
• Knowledge of financial software such as QuickBooks would be a plus.

Responsibilities

• Support communications with clients, vendors, and partners, ensuring all parties receive 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 a variety of needs across each client.
• 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 the other departments to support returns, workpapers, and filings.
• Prepare and process client payments (checks, wires, ACH, credit cards) for review and approval.
• Track accounts payable/receivable, vendor invoices, and disbursements to ensure accuracy and timeliness.
• Monitor bank activity and maintain up-to-date 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 scheduling, meetings, agendas, and follow-ups to track deadlines and deliverables.
• Standardize templates, forms, and reports to improve consistency and efficiency across client files.

Benefits

• Paid Time Off: A robust PTO policy & annual holiday schedule
• Health Insurance: Health, Dental & Vision
• Retirement: 401k plan (with annual company contribution)
• Life Insurance: Complimentary basic life coverage
• Flexibility: Hybrid work
• Environment: Casual attire, fun colleagues, office snacks, company sponsored events, team building

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level