Client Concierge

Description Competitive Pay! Apply today!

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, Clothing, Annual Meeting (team building retreat)
Collaborative Environment and Innovative Culture

Education Reimbursement : never quit learning and growing in your career

Summary:

Financial Service firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as Paraplanner. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Paraplanner will assist Financial Advisors in managing and organizing office workflow.

Essential Duties and Responsibilities:

Provide comprehensive administrative support to financial advisor ensuring efficient daily office operations

Managed calendars, scheduled appointments, coordinated meetings, and maintained organized workflows in a fast-paced environment

Prepare and maintained client files, reports, correspondence, and confidential documents with a high degree of accuracy and professionalism

Serve as the primary point of contact for clients, responding promptly to inquiries and delivering exceptional customer service

Assist with client onboarding, document collection, and processing while ensuring all records were complete and accurate

Maintained databases and performed data entry tasks, ensuring the integrity and confidentiality of sensitive information

Coordinate communications between clients, internal departments, and external partners to facilitate timely resolution of requests and issues

Track projects, action items, and follow-up tasks to ensure deadlines and organizational goals were met Utilize Microsoft Office Suite, CRM systems, and other business applications to generate reports, manage records, and support operational needs

Handle confidential client and company information with discretion and professionalism

Identified and implemented process improvements that increased efficiency and enhanced the overall client experience

Support special projects and additional administrative functions as needed to contribute to team success and organizational objectives

As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box – because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths.

Legacy Financial Partners, which has 29 locations in 7 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today!

Ideal

Education & Experience:

2 years of Financial Service Experience preferred

Bachelors Degree or Equivalent Experience Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance)
Compensation and

Hours:

Compensation:
Depends on experience

As a full time employee you are also eligible for our comprehensive benefits package, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and other benefits

Full Time Office hours are Monday - Friday 8:00am to 5:00pm