The Legacy Foundation: Operations Associate
About the Position:
The Legacy Foundation is seeking a motivated individual to assume the full-time role of Operations Associate. This position will be responsible for supporting and serving the firm’s clients in a collaborative and efficient manner. This position is a perfect fit for a self-starter who has excellent time management skills, a service-experience mindset, and a desire to work at a firm that is committed to making a positive impact through socially responsible investing. This candidate will enjoy working within a small team to provide excellent customer service.
About The Legacy Foundation:
Come work for a firm that is driven by its mission to educate and expose clients to opportunities in sustainable investing. The Legacy Foundation is a boutique firm based in Charlottesville, Virginia that specializes in providing university professionals with comprehensive financial planning and investment management services. We strive to create an advocacy environment for our clients to help them achieve their financial goals through a customized approach in all areas of financial planning. We pride ourselves on the wonderful multigenerational partnerships we have created with our clients in the community and around the nation. The Legacy Foundation is a certified B Corporation™, and we are proud to meet the highest verified standards of social and environmental performance, transparency, and accountability. We are part of a global movement of leaders using business as a force for good.
Opportunities:
- Create a career that offers autonomy and the ability to excel in accordance with your strengths and skills
- Develop your financial planning skillset while also making an impact at a firm that is dedicated to ESG investing
- Serve in a client-facing position and participate in foundational areas of client service and comprehensive financial planning – including inputting financial plans into eMoney, preparing materials for client meetings, and assisting with the implementation of customized plans
- Gain valuable mentorship and training from an established financial planning professional
- Be an integral part of a successful team where all members have the opportunity to bring new and innovative ideas to the table
Responsibilities:
- Manage client financial plans, monitor client activity, and service client needs
- Serve as a team liaison by delegating tasks between portfolio management, and client services teams
- Participate in client meetings and become integrated into the client relationships
- Prepare meeting materials, assemble financial reports, and ensure tasks are properly tracked in a CRM tool
- Ensure all regulatory documents are filed on a timely basis and monitor that the firm maintains compliance with industry rules and regulations
- Assist with opening and processing new accounts, follow up with fund companies and clients to ensure efficient and accurate processing of requests, and complete workflow tasks on a timely basis
Qualifications:
Although the ideal candidate is not expected to have an in-depth knowledge of the financial industry, a willingness and desire to learn the nuances of financial planning and wealth management are of key importance.
The successful candidate will have the following required skills:
- Strong communication skills and professional awareness
- Excellent written skills, and the ability to communicate in a clear and concise manner when interacting with clients or investment companies
- Strong organizational and time management skills with the ability to set priorities and meet deadlines in a fast-paced environment
- Attention to detail is vital to this position
- Self-starter who takes the initiative and pursues completion of tasks with little supervision
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Excellent critical thinking skills and the ability to exercise sound judgment and solve problems quickly and effectively
The following skills are considered a plus:
- Financial services industry experience
- Series 7 & 66 licensed
- Experience working in customer relations
- Experience working with a client relationship management (CRM) platform (Redtail, Salesforce, etc.) and/or financial planning software (e.g. eMoney)
- 4-year college degree
Compensation & Perks:
- This will be a full-time W2 position
- Competitive compensation based on relevant work experience and licensing & credentialing
- Retirement program and healthcare benefits
- Mentorship and learning opportunities
- We owe our success to our employees and to show our gratitude, we will invest in our employees’ professional development
Next Steps:
Along with your resume, please include a short message telling us about yourself, your professional history, and your career aspirations. Please send your resume and short message to with “Operations Associate” in the subject line.