Financial Assistant

Full-time, on-site Financial Assistant role in San Angelo, TX.Company Description

First Legacy Wealth Management is a full-service wealth management firm offering clients a wide spectrum of financial services. With over 75 years of combined experience, our financial services include financial planning, portfolio management, retirement planning, and tax and estate planning for individuals, families and businesses. We have offices in San Angelo and Big Spring, TX. We are seeking a qualified applicant to join our team of investment professionals.

This is a full-time on-site role for a Financial Assistant located in San Angelo, TX. The role will involve supporting Financial Advisors with various administrative tasks including client interfacing, account openings, transfers, account maintenance, distribution requests, website administration, and marketing.

• Excellent Communication skills, both written and verbal
• Attention to detail and high level of accuracy in work
• Ability to work independently and as part of a team
• Background in Finance, with a good understanding of financial principles preferred
• Bachelor's degree in finance, accounting, or related field preferred
• Proficiency in financial software and Microsoft Office Suite is a plus
• Competitive base salary based on experience and bonus opportunity
• Health Insurance with prepaid medical debit card
• Retirement Plan

To learn more about First Legacy visit our website at  Resume and cover letter can be sent to