Part-Time Client Services & Office 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 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