FULL TIME
Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.
Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership
Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
Competitive Pay
Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Apparel Allowance, Annual Meeting (team building retreat)
Collaborative Environment and Innovative Culture
Education Reimbursement: never quit learning and growing in your career
Summary: Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Full Time Administrative Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.
Essential Duties and Responsibilities (Additional duties may be assigned):
Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
Organize, coordinate, and maintain all client paperwork
Correspond with clients to complete new accounts, asset transfers, and other forms
Coordinate and lead marketing events for local financial advisor
Monthly advertising and compliance submission
Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
Ensure office procedures are followed
Record all transactions on appropriate logs
Set up files correctly and obtain necessary information
Other duties and tasks as needed
The ideal candidate will demonstrate the following qualifications:
Prior customer service experience required
Previous administrative or office experience preferred
Experience in financial services is a plus
Communication & Interpersonal Skills
Strong verbal and written communication skills
Ability to interact professionally and courteously with colleagues, customers, and business partners
Excellent interpersonal and presentation skills
Organizational & Administrative Skills
Proven ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment
Strong organizational skills with a high level of accuracy and attention to detail
Ability to take thorough and precise notes
Confidentiality & Professionalism
Technical & Computer Skills
Proficient in Microsoft Office Suite (Word, Excel, Outlook) and general office software
Comfortable using internet browsers and digital tools
Ability to operate standard office equipment (computers, copiers, fax machines, etc.)
Typing proficiency of 40–60 words per minute
Work Ethic & Adaptability
Ability to work under pressure while maintaining accuracy and professionalism
Dependable, detail-oriented, and adaptable to changing priorities
