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Level Group Ltd. · 1 week ago

Assistant Account Manager (Client Services - Dovetail Services)

Nashville, TN

Full-time

Hybrid

New Grad, Entry Level

Level Group Ltd. is a fast-growing music business management firm, and they are seeking an Assistant Account Manager to support the Account Manager and client service team. This role involves ensuring clients’ financial, administrative, and business management needs are handled accurately and efficiently while contributing to process improvements and maintaining high standards of client service.

Music

Responsibilities

Communicate with clients, teams, vendors, and partners, ensuring timely and accurate responses

Coordinate scheduling, calls, and meetings; track client requests to ensure follow-through

Support ad hoc client needs by compiling reports, updates, and documentation

Assist with financial updates by gathering data on cash flow and tax outcomes

Maintain organized records of contracts, insurance policies, compliance documents, and renewals

Support annual processes such as healthcare enrollment and business filings

Monitor deadlines and proactively flag upcoming client obligations

Share updates across departments to ensure integrated planning and accurate documentation

Maintain organized and accurate bookkeeping records, reconciliations, and account workbooks for client entities

Assist in preparing and updating business and personal cash flow projections for Account Manager review

Track balances, reconcile accounts, and flag discrepancies or irregularities for resolution

Prepare documentation for annual filings, dues, and government requirements to support corporate compliance

Assist with gathering tax documents, preparing workpapers, and coordinating with the Tax Department for returns and filings

Support audits and ad hoc financial projects by compiling records, schedules, and required materials

Prepare client payments including checks, wires, ACH transfers, and credit card transactions for Account Manager review and approval

Track accounts payable/receivable, vendor invoices, commissions, and disbursements, ensuring timely execution and accurate documentation

Monitor daily bank activity, balances, and deposits, flagging discrepancies or unusual transactions

Maintain updated banking details, credit card information, and secure records of account documentation

Assist in preparing invoices and compiling backup documentation to support payment approvals

Provide administrative support for banking communications, including liaising with vendors and financial institutions when requested

Coordinate between departments to align client priorities and deliverables

Collaborate with Personal Services to support individual financial planning and related coordination

Work with the Royalties Department to monitor income, payouts, deal terms, and audits

Coordinate with the Tax Department for planning, preparation, filings, and notice resolution

Support the Payroll Department in managing crew and owner W-2s and related reporting

Draft and prepare correspondence, reports, and documentation for Account Manager review

Maintain systems, databases, and records, ensuring all information is accurate, secure, and up to date

Assist with standardizing templates, forms, and reports, ensuring consistency across client files

Support onboarding and offboarding of clients, vendors, and staff by preparing documentation and updating records

Manage administrative tasks such as scheduling, filing, scanning, and tracking departmental deadlines

Ensure compliance with confidentiality standards and company administrative procedures

Assist Account Managers in tracking task assignments, workload prioritization, and monitoring progress across the team deliverables

Participate in team and one-on-one meetings by preparing agendas, documenting notes, and tracking action items

Monitor deadlines and deliverables, flagging issues and ensuring timely completion of tasks

Take ownership of responsibilities, modeling accountability, reliability, and high standards of quality

Demonstrate responsiveness, accuracy, and discretion in client and team interactions

Maintain strict confidentiality of sensitive client and company information

Uphold compliance with internal policies, industry standards, and regulatory requirements

Contribute to a culture of professionalism, integrity, and collaboration

Promote company values and model behaviors that contribute to a respectful, inclusive, and growth-oriented workplace

Collaborate with colleagues by sharing knowledge, supporting peers, and stepping in as needed to meet deadlines, resolve issues, or advance projects

Take initiative to enhance personal skills, knowledge, and performance through ongoing learning

Support onboarding and training of new employees, reinforcing best practices and company standards

Contribute to initiatives to improve team efficiency, standardization, and operational processes

Qualification

Client communicationFinancial managementBookkeepingAdministrative supportInterdepartmental collaborationOrganizational skillsAttention to detailProblem-solvingTime management