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 self-start 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 on-site execution is needed

• Back up other team members in client scheduling and service which will enhance candidate’s growth and promotion

Desired Skills

• Bachelor’s degree required

• Exceptional organizational skills, attention to detail and excellent follow-up

• 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 fast-paced environment with ability to multi-task 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 full-time salaried position with company provided benefits and paid time off. Experience and education will be considered when offering compensation.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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