At Legacy Advisors, we offer a highly professional environment of mutual respect, teamwork, and client-centered focus. We work hard to hire the people who best exemplify our corporate culture, where each person represents an equal role of importance – where you won’t find corner offices, but you will find everyone working together towards a common mission of serving our clients with the highest degree of integrity. We like to work hard, but also enjoy the rewards of our efforts.
If you would like to inquire about a position, please email us at LegacyRecruiting@legacyadvice.com or click the button below.
We Are Looking For
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Investment Operations Associate
The Investment Operations Associate has the responsibility of delivering a superior client experience for Legacy. This role requires collaboration across various departments and associates throughout Legacy. In this role, you will be managing the new client onboarding process from start to finish.
This position is responsible for working with the top 1% of high net worth individuals to help fulfill their lifetime objectives embracing their value system, love of family, and commitment to their community.
This position is responsible for collaborating between high-net-worth clients, their trusted advisors and the Legacy team, in order to facilitate and deliver a superior client experience. As a Client Coordinator, you will be managing the new client transition process and maintaining ongoing client service.
We are looking for a Driver to transport our Legacy Associates in a comfortable, safe and timely manner throughout the tri-state area. Driver responsibilities include arranging regular cleaning and maintenance services for the vehicle, planning each route based on road and traffic conditions.
- 24/7 Online access to Human Resources – Employees have the freedom to manage their own benefits through a secure, online interface. Access includes W-4s, W-2s, change of address, changes to benefits, copies of paychecks, etc.
- Employee Benefits Package – Employees may choose from a wide variety of medical plans. Group Dental insurance is also available. Legacy provides an Employer Supplement to offset the cost of medical and dental premiums. And for those employees who wish to waive their benefits, we offer a cash allowance instead.
- 24/7 Online 401K management – Our Safe Harbor plan offers a 4% employer match. Employees can make changes and updates to their 401K plan through a secure, online interface with our plan provider, The Principal Group.
- Other Benefits – We offer our employees a generous Paid Time Off (PTO) plan for vacation and sick time as well as a short-term disability plan, long-term disability plan, and tuition reimbursement program.