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About Legacy Planning:

Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA looking to hire an Administrative Assistant to its West Chester location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.

About the Position:

As an Administrative Assistant in the West Chester office, you will be responsible for supporting a Senior Advisor and his top clients. This role seeks to contribute to Legacy’s mission through servicing and growing new and existing client relationships. The Legacy clients supported by this position are high net worth individuals with complex trust, estate planning, and/or charitable structures. The Administrative Assistant will work closely with other team members to oversee post meeting follow-up, handle client service requests and new account openings, manage advisor email and scheduling.

The ideal candidate for this position will be friendly and professional as they will be interacting with clients regularly. In addition, an aptitude for organization, detail-orientation, team collaboration, and an eagerness to develop skills is required.

This position is highly trainable and best suited for someone who either has previous administrative experience or a recent college graduate who is looking to start a career in business administration.

Additional job duties for this position include but are not limited to:

• Walk clients through the onboarding process by providing necessary compliance documents, account opening paperwork, etc.

• Obtain, prep, and process necessary service request paperwork

• Collaboratively work with insurance and investment company partners to obtain information and complete client requests

• Perform administrative tasks that supports the Senior Partner in daily business practices, including coordination of meetings, and file, email, & calendar maintenance

• Track action items and meetings notes after client review meetings

• Process and track money movement requests

Desired Skills:

• Bachelor’s degree required

• 1-3 years job experience

• Excellent written and verbal communication skills

• Strong organizational and multi-tasking abilities

• Ability to demonstrate determination in problem solving and accomplishing goals

• Thrives in fast-paced work environments

• Understand how to prioritize responsibilities

• Proficient with MS Office (especially Excel and Word) & Outlook

Compensation:

• This position is a full-time position with company provided benefits and paid time off. Experience and education will be considered when offering compensation.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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