Executive Administrative Assistant/ Receptionist Legacy Investment Partners LLC Overland Park, KS Job Details Full-time $45,000 - $75,000 a year 3 hours ago Benefits Profit sharing Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Professional development assistance Flexible schedule Retirement plan Qualifications Microsoft Word Customer communication Microsoft Excel Inventory management Filing Financial services Time management Full Job Description Over the last 22 years, Legacy Investment Partners has developed a strong reputation in fiduciary asset management both here in Kansas and across the country. We offer a comprehensive range of financial services, including investment portfolios for individuals, families, businesses and foundations. We also offer our clients financial planning & assistance with their insurance needs. Our ability to provide superior guidance is evident from our prestigious list of long term clients. The Financial Advisor Assistant position is an excellent opportunity to join our company. This role will provide you with exposure to a wide variety of tasks, as listed below.

Duties:

RELIABLE

Client Service. Answer the telephone and direct incoming calls to the appropriate person Assist the advisor with organization and update & maintain CRM software Manage monthly and annual bill payments.

• Open and sort incoming mail and couriers; prepare outgoing mail and couriers
• Maintain inventory of stationary supplies, postage etc.
• File client statements and correspondence

Qualifications:

• Professional demeanor and excellent customer service skills
• Knowledgeable in Financial Service practices and processes
• Computer knowledge and experience using Microsoft Suite (mainly Excel and Word) and other accounting and data input software.
• Excellent communicator, both spoken and written
• Strong organizational and time-management skills
• Thrives working both independently (a self-starter) and collaboratively
• Dependable, respectful and consistently works to uphold company ethics and standards

Compensation:

• Salary of $45,000 - $75,000 per year based on qualifications
• Vacation PTO after initial introductory period.
• Participation in the Group Benefits including 401k and Profit Sharing Plan, Healthcare Plan, Vision, Dental, after initial introductory period.
• Educational Expenses -Financial & Insurance related courses.
• Hours 8:30am to 5pm (flexible)

Job Type:

Full-time Pay:

$45,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Professional development assistance Retirement plan Tuition reimbursement Vision insurance

Physical Setting:

Office Experience:

Financial Advisor Assistant:

1 year (Preferred) Financial services: 2 years (Preferred)

License/Certification:

Series 65 (Preferred)

Work Location:

In person