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Legacy is a small but vibrant team that has created a fun and productive culture. We work hard, and we have fun together because we believe there should be a balance to our success. We have a beautiful office space in the heart of Cool Springs (Franklin, TN), which is convenient to everything and comes with amenities such as a gym, walking trails, and outdoor leisure areas, as well as food service offerings like on-site food trucks and local restaurant vendors weekly.
What We DoLegacy exists to improve lives through creative financial strategies. We are an independent firm that offers financial planning and investment services to individuals, families, and business owners. We are passionate about serving our clients, and we are constantly striving to provide them with the tools and strategies they need to maximize their financial portfolio and leave a legacy.
What We NeedOur team has developed a high-performing and scalable practice, leading to an overwhelming need for additional team members. We are looking to add a motivated and competent full-time Operations Associate to the team - someone who is eager to be part of a growing business and can assist our advisors and our clients.
SummaryAs an Operations Associate, you will be an essential part of our team, dedicated to providing outstanding service to our clients. This role requires the ability to manage multiple tasks efficiently. You will support our advisors and ensure that all client interactions are handled with professionalism and care. The ideal candidate will have strong organizational skills, excellent communication abilities, and a detail-oriented mindset.
Key ResponsibilitiesFull Time
$50k-74k (estimate)
09/11/2024
09/29/2024
CONCORD, CA
1,000 - 3,000
2009
JEAN DE GUZMAN
$5M - $10M
Retail