Legacy Trust – Grand Rapids
Position: Administrative Assistant – Operations
Legacy Trust, a private investment and wealth management firm located in downtown Grand Rapids, has a great opportunity for an Administrative Assistant - Operations to join our team of professionals dedicated to providing exceptional administrative service to our clients.
Essential responsibilities include but are not limited to the following:
1. Manage the reception services for the office, including answering and redirecting phone calls at our front desk, and providing white glove service to all clients and visitors when arriving in person or when on the phone.
2. Manage office operations, mail and package handling.
3. Provides administrative assistance to the sales team including maintenance of appointments scheduled.
4. Monitors office conference rooms and conference room calendars.
5. Prepares client presentations.
6. Assists with account administration, working with the Client Services Associates or other team members when necessary.
7. Assists the operations team with administrative tasks and projects as needed.
8. Utilizes the CRM system for client updates, notes, and activity tracking.
This is an in-office position working Monday through Friday
Experience and Skills
- 3+ years administrative experience, preferably working in a financial or professional environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) as well as some experience working with a CRM.
- Strong organizational skills with the ability to prioritize multiple responsibilities effectively.
- Demonstrated ability to handle confidential information discreetly while maintaining professionalism.
- Proven customer service experience with a friendly approach to client communication.
As one of West Michigan’s “Best and Brightest Companies”, Legacy Trust prides itself on our organizational values as we provide an active, entrepreneurial team environment focused on our stakeholders, our employees, and our clients. Our comprehensive and competitive compensation and benefits programs include health, dental, disability and life insurance as well as a 401(k) plan, generous leave program and onsite fitness center.
Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Work Location: In person
