Legacy Advisors
Executive/Personal Assistant
Legacy Advisors, Plymouth Meeting, Pennsylvania, United States, 19462
Join to apply for the
Executive/Personal Assistant
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Legacy Advisors Join to apply for the
Executive/Personal Assistant
role at
Legacy Advisors Get AI-powered advice on this job and more exclusive features. Position Summary:
We are seeking a highly organized and detail-oriented Executive Personal Assistant to support a Partner/Client Advisor of our firm. This role requires a proactive professional who can seamlessly manage executive and personal tasks, including calendar management, scheduling meetings, coordinating travel, and screening calls and emails to ensure efficient communication. Additionally, the Executive Personal Assistant will collaborate with Client Teams, handle administrative responsibilities, and contribute to various firm initiatives and special projects. The ideal candidate brings a proven ability to manage competing priorities with exceptional clarity, insight, and responsiveness, paired with a positive attitude and a keen ability to anticipate and meet the needs of others. Comfort with technology, strong organizational abilities, and proficiency in both verbal and written communication are essential for success in this role.
Position Responsibilities:
Manage calendars and schedule all meetings efficiently. Coordinate travel plans and itineraries. Screen and manage mail and email communications. Track and reconcile expenses. Provide support to the Client Team as needed. Assist with personal tasks, including bill payments, benefit claims, and travel arrangements. Oversee workflow management and provide comprehensive administrative support. Perform additional duties as assigned.
Background Requirements/Preferences:
Minimum of five years of experience as an Executive Assistant. Ability to work both independently and collaboratively in a team environment. High degree of personal integrity with the ability to handle confidential information with discretion. Strong work ethic, accountability, and ownership of responsibilities. Excellent written and verbal communication skills with a professional demeanor. Exceptional organizational and time management abilities. Ability to multitask and prioritize effectively in a fast-paced environment. Proficiency in Microsoft Office, Excel, and CRM systems. Commitment to upholding and promoting the firm’s culture and values. Bachelor’s Degree preferred Commitment to Legacy’s Core Values of… Client First Work Hard Excellence Positive Attitude Respect Always Do the Right Thing
We are seeking individuals who are committed to long-term success with a growing company that values stability and professional growth.
About Our Firm:
Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Benefits & Perks:
Medical, Dental, and Vision Insurance Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate Voluntary Life and AD&D Insurance options available Flexible Spending Accounts (FSA) and Dependent Care Accounts 401(k) Plan Paid Time Off (PTO) A culture of professional growth, stability, and long-term success
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Referrals increase your chances of interviewing at Legacy Advisors by 2x Sign in to set job alerts for “Executive Personal Assistant” roles.
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Executive/Personal Assistant
role at
Legacy Advisors Join to apply for the
Executive/Personal Assistant
role at
Legacy Advisors Get AI-powered advice on this job and more exclusive features. Position Summary:
We are seeking a highly organized and detail-oriented Executive Personal Assistant to support a Partner/Client Advisor of our firm. This role requires a proactive professional who can seamlessly manage executive and personal tasks, including calendar management, scheduling meetings, coordinating travel, and screening calls and emails to ensure efficient communication. Additionally, the Executive Personal Assistant will collaborate with Client Teams, handle administrative responsibilities, and contribute to various firm initiatives and special projects. The ideal candidate brings a proven ability to manage competing priorities with exceptional clarity, insight, and responsiveness, paired with a positive attitude and a keen ability to anticipate and meet the needs of others. Comfort with technology, strong organizational abilities, and proficiency in both verbal and written communication are essential for success in this role.
Position Responsibilities:
Manage calendars and schedule all meetings efficiently. Coordinate travel plans and itineraries. Screen and manage mail and email communications. Track and reconcile expenses. Provide support to the Client Team as needed. Assist with personal tasks, including bill payments, benefit claims, and travel arrangements. Oversee workflow management and provide comprehensive administrative support. Perform additional duties as assigned.
Background Requirements/Preferences:
Minimum of five years of experience as an Executive Assistant. Ability to work both independently and collaboratively in a team environment. High degree of personal integrity with the ability to handle confidential information with discretion. Strong work ethic, accountability, and ownership of responsibilities. Excellent written and verbal communication skills with a professional demeanor. Exceptional organizational and time management abilities. Ability to multitask and prioritize effectively in a fast-paced environment. Proficiency in Microsoft Office, Excel, and CRM systems. Commitment to upholding and promoting the firm’s culture and values. Bachelor’s Degree preferred Commitment to Legacy’s Core Values of… Client First Work Hard Excellence Positive Attitude Respect Always Do the Right Thing
We are seeking individuals who are committed to long-term success with a growing company that values stability and professional growth.
About Our Firm:
Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Benefits & Perks:
Medical, Dental, and Vision Insurance Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate Voluntary Life and AD&D Insurance options available Flexible Spending Accounts (FSA) and Dependent Care Accounts 401(k) Plan Paid Time Off (PTO) A culture of professional growth, stability, and long-term success
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Referrals increase your chances of interviewing at Legacy Advisors by 2x Sign in to set job alerts for “Executive Personal Assistant” roles.
Philadelphia, PA $80,000.00-$110,000.00 6 days ago Philadelphia, PA $73,000.00-$89,000.00 1 week ago Executive Assistant to the Vice President
Camden, NJ $81,700.00-$117,400.00 1 week ago Phoenixville, PA $50,000.00-$60,000.00 1 month ago Paoli, PA $60,000.00-$68,000.00 2 weeks ago Personal Concierge / Executive Assistant to the CEO
Administrative Assistant, Corporate Communications
Philadelphia, PA $60,000.00-$70,000.00 1 month ago Spring House, PA $51,450.00-$80,000.00 15 hours ago Human Resources Administrative Assistant
Philadelphia, PA $64,500.00-$70,000.00 2 weeks ago Blue Bell, PA $61,400.00-$101,800.00 1 day ago Philadelphia, PA $85,000.00-$120,000.00 1 day ago Philadelphia, PA $40,000.00-$45,000.00 1 week ago Malvern, PA $85,000.00-$95,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr