Client Concierge

Job Details Job Location: Redwood Falls Office - Redwood Falls, MN 56283 Salary Range: $45,000.00 - $65,000.00 Salary/year Competitive salary with bonus opportunities! Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey. We offer our team: Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life Competitive Pay Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat) Collaborative Environment and Innovative Culture Education Reimbursement: never quit learning and growing in your career Summary Financial Service firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Client Concierge. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Paraplanner will assist Financial Advisors in managing and organizing office workflow. Essential Duties and Responsibilities Assist Financial Advisors in preparing client meeting materials, financial reports, and planning documents Serve as a primary point of contact for clients, providing timely and professional responses to inquiries:Proactively communicate with clients regarding account updates, paperwork needs, and service timelines Account setup:Facilitate client onboarding and ensure all documentation is completed accurately Trading on all accounts: Master trade tickets, money movement system and brokerage trades 401k Processes-Rollovers, ACATS and 403b transfers Ensure accuracy and completeness of investment documentation and compliance forms Collaborate with advisors to follow up on action items and client deliverables CAR Creation Maintain logs of transactions, plan updates, and client communications Handle sensitive client information with discretion and confidentiality Process account applications, transfers, and routine maintenance requests Liaise with sponsor companies and home office teams to resolve service issues Ensure adherence to internal procedures and regulatory requirements Monitor workflow and identify opportunities for process improvement Perform additional duties as assigned to support team and organizational goals Qualifications / Ideal Education & Experience 2 years of Financial Service Experience preferred Bachelors Degree or Equivalent Experience Licensed or capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance) Compensation and Hours Compensation: Depends on experience As a full time employee you are also eligible for our benefits program, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and other benefits Office hours are Monday Friday 8:00am to 5:00pm #J-18808-Ljbffr