Client Concierge

Lfp Consulting; Minneapolis (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Employer HSA Contribution

PTO

401(k)

Job summary

Legacy Financial Partners in Minneapolis seeks a highly organized paraplanner to support Financial Advisors, manage client files, schedules, and confidential documents with a high degree of accuracy.

The ideal candidate has at least 2 years of financial services experience, a Bachelor's degree or equivalent, and can become fully licensed within 12 months (SIE, Series 7, 66, Insurance). The role offers a comprehensive benefits package and full-time weekday hours.

Qualifications

• 2 years of Financial Service experience preferred.
• Bachelor's degree or equivalent experience required.
• Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance).

Responsibilities

• Provide comprehensive administrative support to financial advisors.
• Manage calendars, appointments, and client files with high accuracy.
• Assist with client onboarding and document processing while keeping records complete.

Skills

Calendar management

Client service

Document handling

Data entry

Organizational skills

Education

Bachelor's Degree or Equivalent Experience

Licensing potential in 12 months (SIE, Series 7, Series 66, Insurance)

Tools

Microsoft Office Suite

CRM systems

Job description

DescriptionCompetitive 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 leaderInnovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadershipTeamwork: 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 lifeCompetitive PayComprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)Collaborative Environment and Innovative CultureEducation Reimbursement: never quit learning and growing in your careerSummary: 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 operationsManaged calendars, scheduled appointments, coordinated meetings, and maintained organized workflows in a fast-paced environmentPrepare and maintained client files, reports, correspondence, and confidential documents with a high degree of accuracy and professionalismServe as the primary point of contact for clients, responding promptly to inquiries and delivering exceptional customer serviceAssist with client onboarding, document collection, and processing while ensuring all records were complete and accurateMaintained databases and performed data entry tasks, ensuring the integrity and confidentiality of sensitive informationCoordinate communications between clients, internal departments, and external partners to facilitate timely resolution of requests and issuesTrack projects, action items, and follow-up tasks to ensure deadlines and organizational goals were metUtilize Microsoft Office Suite, CRM systems, and other business applications to generate reports, manage records, and support operational needsHandle confidential client and company information with discretion and professionalismIdentified and implemented process improvements that increased efficiency and enhanced the overall client experienceSupport special projects and additional administrative functions as needed to contribute to team success and organizational objectivesAs 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 preferredBachelors Degree or Equivalent ExperienceCapable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance)Compensation and Hours:Compensation: Depends on experienceAs 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 benefitsFull TimeOffice hours are Monday - Friday 8:00am to 5:00pm