Financial Administrative Assistant-2+ Years experience in a Financial Planning Role

Legend Wealth Management, LLC invites a detail-oriented Financial Administrative Assistant to join onsite in Amherst, NY. This full-time role blends client service with advisor support and CRM stewardship, offering a competitive hourly rate and a comprehensive benefits package. You will help maintain confidential client information, support onboarding, and keep the client-advisor workflow running smoothly in a professional, client-focused environment.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Responsibilities

• Deliver excellent customer service with strong client-facing interaction.
• Handle general administrative duties such as answering phones, filing, mail processing, and scheduling meetings to support the firm.
• Maintain CRM data by entering new contacts and companies, creating groups, running reports, and enhancing workflow efficiencies.
• Prepare advisors for client and prospect meetings on an ongoing basis.
• Gather and assemble presentation and sales materials as needed.
• Compile meeting agendas, performance reports, and account applications.
• Onboard new clients, including setup of accounts.
• Manage recurring money movements and online account access.
• Schedule the ongoing account review cycle.
• Proactively ensure advisor client follow-up tasks are completed.
• Create CRM workflows to track outstanding follow-up tasks and review them regularly with each advisor.

Requirements

• Minimum two years of administrative support experience in Financial Planning.
• Knowledge of the company’s products and services.
• Proficiency with Microsoft Office Suite, including Excel and PowerPoint.
• Proven ability to meet deadlines and solve problems effectively.
• Strong time management and organizational skills; capable of prioritizing and multi-tasking.
• Ability to work independently as well as collaboratively with advisors and team members.
• Maintain a high level of confidentiality and exhibit a client-focused, helpful attitude.
• Strong communication skills; professional, courteous, and effective with diverse audiences, with good grammar.
• Energetic and results-oriented approach.
• FINRA Series 6 or 7 license preferred but not required.

Technologies

• Microsoft Office Suite
• Excel
• PowerPoint
• CRM

Job Details

• Location: Amherst, NY (onsite)
• Salary: $20.00 - $25.00 per hour
• Job Type: Full-time
• Work Location: In person