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Ann Arbor

    Wealth Advisor Assistant - Ann Arbor, United States - Legacy Wealth Partners LLC

    Legacy Wealth Partners LLC
    Legacy Wealth Partners LLC Ann Arbor, United States

    4 days ago

    Default job background
    Description
    Company Description
    Legacy Wealth Partners is a financial advisory firm located in Ann Arbor, MI. We are committed to helping our clients identify and achieve their financial goals and dreams. With a personalized client experience, we provide honest, objective, and intelligent advice based on a comprehensive planning process. Our team acts with integrity and always puts the best interest of our clients first.

    Role Description
    This is a full-time on-site role for a Wealth Advisor Assistant at Legacy Wealth Partners in Ann Arbor, MI. The Wealth Advisor Assistant will be responsible for providing support to the wealth advisors in day-to-day tasks. This includes maintaining client records, preparing financial reports, assisting with client meetings, and managing administrative duties.

    Qualifications

    Experience in the financial services industry, 4 years minimum, 8 years ideal; experience working with National Financial Services (NFS) processes and forms a plus.

    Excellent organizational and time management skills
    Strong attention to detail
    Ability to prioritize tasks and work efficiently
    Proficiency in Microsoft Office Suite
    Exceptional written and verbal communication skills

    Knowledge of third‐party asset management systems, including how they work, their benefits, and their drawbacks – RedTail CRM, Wealthscape, TIAA.

    Previous exposure to estate planning issues.

    Proficiency with computer programs, including Microsoft Office Suite (particularly Excel and PowerPoint),Right Capital Financial Planning Software, YCharts, Morningstar Advisor WorkstationSM, Argus, Value Line, AdvisorStream, Calendly, Doodle, Zoom.

    Ability to work well in a team environment
    Knowledge of financial planning concepts and investment products
    Bachelor's degree in Finance, Economics, or related field

    To learn more about the office setting and location, please watch this video:

    To learn more about the company, please visit our website at:

    #J-18808-Ljbffr
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