Administrative Assistant

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.

We offer our team:

• 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

Qualifications

The ideal candidate will demonstrate the following qualifications:

Core Experience

• 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

• Demonstrated ability to handle sensitive information with discretion and maintain confidentiality at all times

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

Apply Today!