Company Description

The Legacy Group is a team of Financial Planners and Wealth Management Advisors based in Hauppauge, NY. We are dedicated to helping clients achieve financial independence and achieve their goals, dreams and aspirations. With over a combined 100 years of experience, our team is guided by a 3D planning approach that ensures decisions are made through a collaboration of financial, legal, and accounting perspectives. This allows us to identify coordination gaps in existing plans and support future planning efforts.

Clients choose to work with the Legacy Group because our advisors prioritize service and have a client-centered philosophy. We focus on teaching people in time to make a difference. By building long-term and meaningful relationships with clients, we support them in their life journey so they can live a life of greater confidence, choice, and financial freedom.

Role Description

This is a full-time on-site role as a New Business & Client Service Coordinator at The Legacy Group in Hauppauge, NY. The New Business & Client Service Coordinator will be responsible for various day-to-day tasks including providing client services, communication, customer service, administrative assistance, and supporting sales efforts.

Qualifications

• Client Services and Customer Service skills
• Excellent communication skills
• Experience in administrative assistance
• Ability to work well in a team
• Strong organizational and time management skills
• Attention to detail and accuracy
• Proficiency in Microsoft Office Suite
• Knowledge of financial and investment concepts (beneficial)
• Bachelor's degree in a related field (beneficial)