Part-Time Client Services & Administrative Coordinator

Legacy Wealth Management of KY; Lexington (KY); On-site; USD 21,000 - 28,000; Part time

Job summary

Legacy Wealth Management of KY is seeking a part-time administrative professional to join our Lexington office. You will welcome clients, schedule appointments, and help keep the office organized and efficient. The role supports our fiduciary team focused on providing clear, client-centered wealth management guidance.

The ideal candidate is detail-oriented, reliable, and enjoys helping people. Experience with Microsoft Office and strong communication skills are essential, with potential for

Qualifications

• Professional, polished, and friendly communication skills.
• Exceptional attention to detail and strong organizational skills.
• Punctuality, reliability, and a strong sense of responsibility.
• Confidence making phone calls and communicating with clients.
• Experience with Microsoft Office products.

Responsibilities

• Welcome clients and help create a warm, professional office experience.
• Schedule client appointments and make phone calls.
• Help keep our office organized, stocked, and running smoothly.
• Coordinate client birthday gifts and other thoughtful touches.
• Assist with administrative tasks using Microsoft Word, Excel, Outlook, and other Office tools.
• Provide general support to our team and help wherever needed.

Skills

Communication skills

Attention to detail

Organizational skills

Punctuality

Phone communication

Microsoft Office

Team player

Bookkeeping (nice-to-have)

Tools

Microsoft Word

Excel

Outlook

Job description

Legacy Wealth Management of KY helps individuals and families nationwide navigate major financial transitions such as retirement, business exits, inheritance, and legacy planning with clarity and care. The firm specializes in supporting pre-retirees, post-retirees, and multi-generational families who seek coordinated strategies for investments, tax planning, and estate planning.

As fiduciaries, the team is committed to acting in clients’ best interests and providing long-term, trusted guidance. Legacy Wealth Management works to turn financial uncertainty into opportunity through a comprehensive, 360-degree approach to wealth management. The firm is affiliated with Independent Financial Partners (IFP) for securities and advisory services, ensuring regulatory oversight and professional standards.

Role Description:

Legacy Wealth Management is looking for a friendly, dependable, detail-oriented professional to join our team in a part-time role at our Lexington office.

We're looking for someone who takes pride in doing things well, enjoys helping people, and understands that the little details can make a big difference in someone's experience.

What you'll do:

• Welcome clients and help create a warm, professional office experience
• Schedule client appointments and make phone calls
• Help keep our office organized, stocked, and running smoothly
• Coordinate client birthday gifts and other thoughtful touches
• Assist with administrative tasks using Microsoft Word, Excel, Outlook, and other Office tools
• Provide general support to our team and help wherever needed

What we’re looking for:

• Professional, polished, and friendly communication skills
• Exceptional attention to detail and strong organizational skills
• Punctuality, reliability, and a strong sense of responsibility
• Confidence making phone calls and communicating with clients
• Experience with Microsoft Office products
• A positive attitude and a team-first mindset
• Bookkeeping experience is a plus!

The details:

We're hoping to find someone available approximately 10:00 a.m.-2:00 p.m., 2-4 days per week, with some flexibility for the right person.

This could be a wonderful opportunity for an experienced professional looking for a flexible schedule, someone returning to the workforce, or someone who wants to contribute to a growing, people-focused team.

As our firm grows, there may also be opportunities for expanded responsibilities, full-time employment, and potentially an Executive Assistant role supporting our Founder.

Know someone who would be a great fit? Please share this post or send us a message!

#Hiring #LexingtonKY #AdministrativeJobs #PartTimeJobs #ClientServices