Administrative Assistant

About Legacy Planning

Legacy Planning Partners a HUB International company is an independent financial planning services company with 3 locations in Southeastern PA looking to hire an Administrative Assistant to its Allentown PA location. Our mission is to make a significant impact in the lives of our clients their families and their communities through comprehensive and strategic financial planning.

About the Position

As the Administrative Assistant at the Allentown office you will be responsible for the first impression that our clients experience when either coming into or calling into our office. You will be directly responsible for general office care and maintenance as well as greeting clients and fielding phone calls with a welcoming disposition. Additionally you will be assisting team members in the departments of client service marketing meetings & events and technology.

The ideal candidate for this position is expected to add value to the office through an aptitude for organization proactiveness team collaboration communication and an eagerness to develop and grow. The Administrative Assistant is expected to receive delegated tasks from the Division Manager daily. In addition being able to selfstart projects while working with team members is essential. This position comes with growth and promotion potential.

This position is highly trainable and best suited for someone who either has previous administrative experience or a recent college graduate who is looking to start a career in administration.

Additional job duties for this position include but are not limited to:

• Welcoming clients into the office and ensuring their needs are met
• Fielding phone calls to the appropriate team member
• Managing the office environment by ordering necessary office supplies daily visual maintenance & technology checks conference room schedules and proactively understanding what could be done to enhance the client experience
• Receive & blotter incoming checks distributing mail and packages preparing outgoing correspondence all while adhering to compliance procedures
• Assisting the marketing team with office events & luncheons client events & gifts digital marketing campaigns & miscellaneous client initiatives
• Prepare client account reports and deliver to advisors in advance of client meetings
• Supporting the technology team when onsite is needed
• Back up other team members in client scheduling and service which will enhance candidates growth and promotion

Desired Skills

• Bachelors degree required
• Exceptional organizational skills attention to detail and excellent followup
• Eagerness to add value learn and grow with our company
• Possess excellent interpersonal skills and ability to handle sensitive and confidential situations
• Must be able to work in a fastpaced environment with ability to multitask effectively and efficiently
• Display leadership qualities and ability to make sound decisions proactively
• Dependable accountable and positive mindset
• Collaborative within the team structure
• Driven to succeed

Qualifications and Compensation

This position is a fulltime salaried position with company provided benefits and paid time off. Experience and education will be considered when offering compensation.

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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