Operations Specialist - Legacy : Job Details

Who We Are

Legacy is a small but vibrant team that has created a fun and productive culture. We work hard, and we have fun together because we believe there should be a balance to our success. We have a beautiful office space in the heart of Cool Springs (Franklin, TN), which is convenient to everything and comes with amenities such as a gym, walking trails, and outdoor leisure areas, as well as food service offerings like on-site food trucks and local restaurant vendors weekly.

What We Do

Legacy exists to improve lives through creative financial strategies. We are an independent firm that offers financial planning and investment services to individuals, families, and business owners. We are passionate about serving our clients, and we are constantly striving to provide them with the tools and strategies they need to maximize their financial portfolio and leave a legacy.

What We Need

Our team has developed a high-performing and scalable practice, leading to an overwhelming need for additional team members. We are looking to add a motivated and competent full-time Operations Specialist to the team - someone who is eager to be part of a growing business and can assist our advisors and our clients.

Summary

As an Operations Specialist, you will be an essential part of our team, dedicated to providing outstanding service to our clients. This role requires the ability to manage multiple tasks efficiently. You will support our advisors and ensure that all client interactions are handled with professionalism and care. The ideal candidate will have strong organizational skills, excellent communication abilities, and a detail-oriented mindset.

Key Responsibilities

• Assist in the onboarding of new clients, ensuring a smooth and professional introduction to our services.
• Handle client communication via phone, email, and in-person, ensuring all interactions are professional and efficient
• Processing client requests
• Maintain client confidentiality and adhere to compliance with financial regulations and standards.
• Process and file documents, and manage office supplies ensuring the office operates smoothly.
• Assist in daily client transaction requests and account updates.
• Maintain high levels of client satisfaction by providing timely and accurate responses to inquiries and concerns.
• Prepare and maintain client documents and records in compliance with regulatory standards.
• Collaborate with team members to improve processes and enhance client services.
• Stay informed about the latest industry trends and compliance regulations.
• Assist in regular follow-ups with clients to gather feedback and ensure their satisfaction with our services.

Qualifications

• Previous experience in financial operations, particularly with opening new accounts, making distributions, and transferring assets, is highly desirable.
• Strong communication and interpersonal skills, capable of working effectively with clients and team members.
• Proficiency in Microsoft Office and client management software.
• Excellent organizational and time-management skills.
• Ability to work independently and in a team-oriented environment.
• Detail-oriented with a commitment to high standards in a high-volume environment where accuracy is crucial.