Executive and Client Services Manager

About Legacy

Legacy Financial Advisors II, LLC is a fee-only fiduciary wealth management firm founded in 1992. Over the last decade, Legacy has experienced significant growth and now manages more than $160M in client assets. Our commitment is to always act in our clients’ best interest with full transparency and integrity.

Our culture is built on flexibility and trust. Legacy was founded in a home office, and flexible work has been part of our DNA from the beginning. We don’t micromanage how you spend your day — if you want to pick up your kids, attend a yoga class, or even take an extended trip, that’s supported here. What matters is delivering exceptional work, staying accountable, and keeping our clients and leadership supported.

With that freedom comes responsibility: flexibility at Legacy is earned through performance and professionalism.

We are seeking a proactive, detail‑oriented, and tech‑savvy Executive and Client Services Manager to support the Principal and the firm’s Partners. This role will facilitate the firm’s ability to focus on client relationships, business growth, and strategic initiatives. Each day will be different. You will move from answering client calls, to addressing a client servicing issue, to supporting the firms charitable projects.

This position is 70% focused on wealth management operations and client service support and 30% focused on philanthropic, real estate, and personal executive assistance.

• Manage leadership’s inboxes, calendars, and daily priorities.
• Serve as a trusted partner who anticipates needs and keeps projects moving.
• Keep tasks, projects, and data organized across multiple ventures.

• Support client service requests such as address changes, beneficiary updates, and account maintenance.
• Prepare and process custodian paperwork (Schwab, Fidelity, or similar).
• Maintain CRM (Redtail) and assist with portfolio reporting (Orion).
• Manage clean records and databases; sort, organize, and interpret data for client and firm use.
• Assist with compliance, billing, and operational workflows.
• Support the Principal with real estate portfolio tasks, including vendor and property manager coordination.
• Assist with philanthropic initiatives and charitable projects.
• Handle executive‑level personal logistics when needed.

• 5+ years experience as an Executive Assistant, administrative support, or similar role preferably in a Financial services industry background, especially with Schwab, Fidelity, or other custodians
• Bachelor’s Degree in Business Administration or similar field or equivalent amount of work experience.
• 2+ years experience in a client facing role or in client service responsibilities

• Strong organizational skills
• Excellent written and verbal communication skills
• Ability to represent the firm professionally with clients and other external parties
• Exceptional technology skills: moderate to advanced knowledge of Excel, MS Office Suite, capacity to work on Mac OS and fluent with AI productivity tools (e.g., ChatGPT).
• Fast and accurate typing and data entry skills
• Demonstrated ability to maintain, manage, and interpret data; keep clean records and databases.
• Intuitive, proactive mindset with the ability to anticipate needs and act without step‑by‑step direction.
• Experience in handling information that requires a high level of discretion and confidentiality.
• Ability to work independently in a mostly remote environment.
• Must have a secure, private workspace of their own that is suitable for confidential client and firm work.
• Should be able to provide reliable internet connection in personal workspace.
• All applicants should be able to read, write, and speak English fluently.
• All applicants should be eligible to work in the United States without the need for sponsorship.
• Valid US Driver’s license and ability to drive for work related responsibilities.

• Experience with Orion, Redtail CRM, or comparable portfolio/accounting systems.
• Experience handling client service requests (e.g., beneficiary updates, address changes, account transfers).
• Background in real…