Legacy Trust – Grand Rapids

Position: Administrative Assistant – Operations

Legacy Trust, a private investment and wealth management firm located in downtown Grand Rapids, has a great opportunity for an Administrative Assistant – Operations to join our team of professionals dedicated to providing exceptional administrative service to our clients.

Essential responsibilities include but are not limited to the following:

1. Manage the reception services for the office, including answering and redirecting phone calls and providing white glove service to all clients and visitors when arriving in person or when on the
2. Manage office operations, mail and package
3. Provides administrative assistance to the sales team including maintenance of appointments
4. Monitors office conference rooms and conference room
5. Prepares client
6. Assists with account administration, working with the Client Services Associates or other team members when necessary.
7. Assists the Operations team with administrative tasks and projects as
8. Utilizes the CRM system for client updates, notes, and activity

Education and Experience:

• One (1) to three (3) years of experience in administrative support, preferably in a professional or financial environment.
• Excellent communication and organizational Ability to manage projects as needed.
• Working knowledge of Microsoft Office as well as experience working with a

This is an in-office position working Monday through Friday.

Please send a resume and cover letter to: careers@legacygr.com

As one of West Michigan’s “Best and Brightest Companies”, Legacy Trust prides itself on our organizational values as we provide an active, entrepreneurial team environment focused on our stakeholders, our employees, and our clients. Our comprehensive and competitive compensation and benefits programs include health, dental, disability and life insurance as well as a 401(k) plan, generous leave program and onsite fitness center.

Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.