Legacy Financial Advisors · 1 month ago
Executive and Client Services Manager
St Simons Island, GA
Full-time
Hybrid
Senior Level
5+ years expLegacy Financial Advisors is a fee-only fiduciary wealth management firm committed to acting in clients' best interests. The Executive and Client Services Manager will support the Principal and Partners, focusing primarily on wealth management operations and client service while also assisting with philanthropic and personal executive tasks.
Financial Services
No H1B
Responsibilities
Manage leaderships’ inboxes, calendars, and daily priorities
Serve as a trusted partner who anticipates needs and keeps projects moving
Keep tasks, projects, and data organized across multiple ventures
Support client service requests such as address changes, beneficiary updates, and account maintenance
Prepare and process custodian paperwork (Schwab, Fidelity, or similar)
Maintain CRM (Redtail) and assist with portfolio reporting (Orion)
Manage clean records and databases; sort, organize, and interpret data for client and firm use
Assist with compliance, billing, and operational workflows
Support the Principal with real estate portfolio tasks, including vendor and property manager coordination
Assist with philanthropic initiatives and charitable projects
Handle executive-level personal logistics when needed
Qualification
Required
5+ years experience as an Executive Assistant, administrative support, or similar role preferably in a Financial services industry background, especially with Schwab, Fidelity, or other custodians
Bachelor's Degree in Business Administration or similar field or equivalent amount of work experience
2+ years experience in a client facing role or in client service responsibilities
Strong organizational skills
Excellent written and verbal communication skills
Ability to represent the firm professionally with clients and other external parties
Exceptional technology skills : moderate to advanced knowledge of Excel, MS Office Suite, capacity to work on Mac OS and fluent with AI productivity tools (e.g., ChatGPT)
Fast and accurate typing and data entry skills
Demonstrated ability to maintain, manage, and interpret data; keep clean records and databases
Intuitive, proactive mindset with the ability to anticipate needs and act without step-by-step direction
Experience in handling information that requires a high level of discretion and confidentiality
Ability to work independently in a mostly remote environment
Must have a secure, private workspace of their own that is suitable for confidential client and firm work
Should be able to provide reliable internet connection in personal workspace
All applicants should be able to read, write, and speak English fluently
All applicants should be eligible to work in the United States without the need for sponsorship
Valid US Driver's license and ability to drive for work related responsibilities
Preferred
Experience with Orion, Redtail CRM, or comparable portfolio/accounting systems
Experience handling client service requests (e.g., beneficiary updates, address changes, account transfers)
Background in real estate or familiarity with vendor/contractor coordination
Prior exposure to philanthropic or nonprofit project support
Company
Legacy Financial Advisors
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase