Job Description

Job Description

Stop being “just the person at the front desk.” Step into a role where your polish, precision, and people-first mindset directly fuel a fast-growing wealth-management firm. Whether you thrive on greeting clients with genuine warmth or excel behind the scenes keeping executives flawlessly organized, Powerful Legacy will match you to the seat where you create maximum impact—and let you grow from there.

Why Powerful Legacy

Powerful Legacy helps families turn complexity into clarity so they can build and enjoy lasting wealth. Our advisors handle every facet of retirement, investing, insurance, and estate planning, and our firm is doubling in size—again. You’ll join a driven, close-knit team that values initiative, celebrates wins, and promotes from within.

The Opportunity

We’re hiring two outstanding teammates, and plan to get to know you first, then slot you into the one that fits you best after getting to know you:

• Receptionist: Own first impressions—welcome every guest, master the phones, keep calendars humming, and guard a five-star client experience.
• Administrative Assistant: Partner with our Executive Assistants and advisors—prepare client packets, manage Redtail CRM, coordinate meetings, chase signatures, and handle compliance details.

Is This You?

• You love creating order and calm—even on hectic days.
• Your phone voice says “professional” before you even state your name.
• Microsoft Office and basic CRM tools feel like second nature, and you’re eager to learn more (hello, Redtail).
• You arrive early, dress sharp, notice the details, and protect confidentiality like a vault.
• Beyond tasks, you proactively ask, “What else can I take off the team’s plate?”

What You’ll Do

• Delight every client interaction—in person, by phone, or email.
• Master scheduling for advisors, conference rooms, and internal events.
• Keep documents flawless—scan, file, prep meeting binders, and submit paperwork with zero errors.
• Run the office—supplies, mail, vendor coordination, and tidy shared spaces.
• Drive projects forward—from follow-up calls to data entry—so advisors can stay client-focused.

Compensation & Growth

• Typically $16 – $20/hr to start, with ample opportunity for rapid increases .
• PTO, paid major holidays, and discretionary bonuses.
• Clear promotion tracks into Senior Admin, Executive Assistant, Office Manager, or Operations.

Ready to Own Your Desk—and Your Future?

Hit “Apply” and attach a résumé (professional dress strongly encouraged for interviews). If you’re the right fit, we’ll build the role around your strengths.

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