Legacy Advisors ยท 1 day ago
Temporary Administrative Assistant
Plymouth Meeting, PA
Full-time
Onsite
New Grad, Entry LevelLegacy Advisors is a premier Wealth Management firm headquartered in Plymouth Meeting, PA, seeking a highly organized and detail-oriented Temporary Administrative Assistant. This role involves supporting the team through calendar management, meeting coordination, travel arrangements, and various administrative tasks to ensure smooth operations.
AdviceConsultingFinancial Services
Responsibilities
Manage calendars and schedule all meetings efficiently
Screen and manage mail and email communications
Provide administrative support for daily office operations, including preparing meeting rooms, printing and organizing meeting materials, and coordinating catering and lunches
Coordinating travel plans and itineraries
Oversee workflow management and provide comprehensive administrative support
Perform additional duties as assigned
Qualification
Required
Ability to work both independently and collaboratively in a team environment
High degree of personal integrity with the ability to handle confidential information with discretion
Strong work ethic, accountability, and ownership of responsibilities
Excellent written and verbal communication skills with a professional demeanor
Exceptional organizational and time management abilities
Ability to multitask and prioritize effectively in a fast-paced environment
Proficiency in Microsoft Office, Excel, and CRM systems
Commitment to upholding and promoting the firm's culture and values
Commitment to Legacy's Core Values of Client First, Work Hard, Excellence, Positive Attitude, Respect, Always Do the Right Thing
Preferred
Administrative Assistant experience preferred
Company
Legacy Advisors
Legacy Advisors is a financial services company that offers lifetime planning, investment, philanthropic, and retirement planning services.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jane Evans
Chief Operating Officer
Matthew Sgro
Director of Finance & Chief Compliance Officer
Company data provided by crunchbase