Client Concierge

Legacy Financial Partners; Milbank (SD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Learning & Development

Innovation

Teamwork

Competitive Pay

Comprehensive Benefits Package

Education Reimbursement

Collaborative Environment

Culture of Excellence

Job summary

Legacy Financial Partners in Milbank, SD is seeking a highly organized Paraplanner to support Financial Advisors in a fast-paced office. You will manage calendars, assemble client files, prepare reports, and ensure confidential documentation is accurate.

The ideal candidate has about two years in financial services, a Bachelor's degree or equivalent experience, and the ability to obtain licenses (SIE, Series 7, 66, Insurance) within 12 months.

Qualifications

• Two years in Financial Services preferred.
• Bachelor's Degree or equivalent experience.
• Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance).

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 maintain 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.

Skills

Administrative

CRM systems

Microsoft Office

Data entry

Customer service

Education

Bachelor's Degree

Licensing within 12 months

SIE/Series 7/66 Insurance

Tools

CRM systems

Microsoft Office Suite

Document management

Job description

Job Location:

Milbank Office - Milbank, SD 57252

Competitive Pay!

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 organisational 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.

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.

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