Experience Concierge

Legato Financial Group (LFG) is a full-service financial firm specializing in assisting clients near or in retirement. Our team is comprised of advisors, marketers and client relation specialists and we thrive on success and reward hard work. LFG is a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day and are looking for an experienced, patient, organized and efficient person who is willing to exceed expectations and develop a strong working relationship with our growing team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Our ideal candidate is intelligent, articulate, pleasant, dependable and desires an exceptional work culture.

Job Description:

The Experience Concierge is the first point of contact for clients and visitors at Legato Financial Group. This role ensures a welcoming, seamless and professional experience by greeting clients, coordinating hospitality services and providing administrative and logistical support to the a wide variety of team members. The Experience Concierge plays a key role in reinforcing Legato’s commitment to exceptional client service.

Direct Reports: None

Minimum Requirements: 

• High school diploma or equivalent.
• At least two years of experience in an administrative/hospitality role.
• Excellent verbal and written communication skills.
• Professional demeanor, strong customer service orientation, and attention to detail.
• Ability to handle multiple priorities calmly and efficiently.
• Proficiency with Microsoft Office Suite and comfort learning internal systems.
• Proactive mentality with positive attitude and consistent follow-through.
• Ability to problem solve and complete tasks with little or no supervision.

Responsibilities/Tasks:

The Experience Concierge will be expected to follow-through consistently in all efforts and build relationships with advisors and firm staff. Other daily, weekly, and/or monthly tasks may include:

• Greet and assist clients, guests, and vendors promptly and professionally upon arrival.
• Coordinate hospitality services, including maintaining the reception area, offering refreshments, and anticipating client needs during visits.
• Manage check‑in/check‑out processes.
• Support client meeting preparation by confirming room readiness, organizing materials, and coordinating technology needs.
• Provide administrative support including scheduling, data entry, and client communication follow‑ups.
• Respond to client inquiries in person, via phone, or electronically with courtesy and accuracy, escalating as needed.
• Assist Marketing and Events Team by executing 2 evening advisor events per month.

· Greet and assist guests promptly & professionally upon arrival to the event.

• Maintain knowledge of Legato’s services to confidently provide basic information and referrals.
• Adhere to all applicable federal and state employment laws, safety standards, and company policies.
• Other duties as required.

Please send:

• A detailed cover letter identifying why you are a good fit for this position, as well as why your experience and approach make you the best candidate.
• Up to date resume.

Commitment: In office 8:30am-5pm M-F & scheduled client/company events as necessary. 

Compensation: Starting salary range is $42,000-$50,000. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 10 paid holidays!