Responsibilities

• Be a friendly, dependable contact for clients by phone, email, and in person. Answer routine questions and connect clients with an advisor for investment advice.
• Keep account paperwork moving, including applications, transfers, beneficiary updates, and money-movement requests under advisor direction.
• Organize client records and follow-ups in Redtail CRM, schedule appointments, and prepare meeting materials, presentations, and reports.
• Follow up with custodians and service providers to help requests reach the finish line. Handle every client’s information with care and confidentiality.
• Plan a social media calendar and create posts that give people a reason to stop scrolling.
• Help write and design email funneling campaigns, advertisements, and other materials that promote the Legacy Wealth brand.
• Use Canva or a comparable design platform to create polished graphics for digital and print projects.
• Track engagement and campaign results, bring new ideas to the team, and help coordinate client appreciation events and community outreach.
• Research financial topics and help write clear, engaging scripts, talking points, and segment ideas for our weekly TV and radio shows.
• Work with advisors and production partners to organize show topics, graphics, guest details, and supporting materials.

Requirements

• At least two years of relevant experience in marketing, communications, media, financial services, client service, or administrative support.
• Solid writing, editing, and proofreading skills, plus the ability to make financial topics understandable and interesting.
• Hands-on skill with Canva or a comparable design tool and comfort creating content for social media.
• Proficiency with Microsoft 365 and confidence learning new software.
• Strong organization, professional communication, and the ability to balance client needs with content deadlines.
• Good judgment with confidential information and a willingness to follow financial-services procedures and content approval requirements.

Preferred

• Experience with Redtail CRM, Adobe Acrobat Pro, Constant Contact, social media scheduling, or basic video editing.
• Background in financial services or a degree in marketing, communications, finance, business, or a related field.

Benefits

• Medical
• Dental
• Vision
• Life
• HSA
• PTO
• 401(k) Safe Harbor Match