Current Job Openings


Administrative Professional

Family Legacy, located in Greenville, SC provides client-centered, comprehensive financial planning and management. The firm is seeking an energetic and self-motivated Administrative Professional to complement its current team. In addition to providing general administrative support, the ideal candidate will also perform light bookkeeping activities, run errands, assist with client communication, and help manage the firm’s technology platforms. 

We are looking for a professional individual who understands the importance of building relationships, has excellent communication skills and is a team player. If you feel that you embody these qualities, we invite you to apply!

Primary Duties:

  • Answer, screen and direct calls in a professional, welcoming manner. 
  • Regular office errands as needed, up to daily. 
  • Greet and welcome incoming guests.
  • Perform general bookkeeping duties such as daily financial entries and recording payments and adjustments. 
  • Provide general administrative support to staff. 
  • Receive, sort and deliver mail. 
  • Handle calendar and scheduling for Executives. 
  • Maintain office calendar for meetings. 
  • Maintain and order supplies for the office and kitchen. 
  • Prepare and ship outgoing packages. 
  • Other duties as assigned. 

Education, Experience & Skills:

  • Associates degree in Office Administration, Accounting, or related field, preferred. 
  • 2-3 years of consistent work experience, preferably in an office environment. 
  • Basic understanding of bookkeeping, preferred. 
  • Strong administrative and organizational skills.
  • Data entry skills.
  • Excellent communication skills, both verbal and written.
  • MS Office (Excel, Word and Outlook) and above average computer literacy. 
  • Adobe Acrobat. 
  • Ability to prioritize tasks with little supervision. 

Compensation Package

Family Legacy provides a competitive salary, an offering of an attractive benefits package (including medical, dental, vision, life insurance), and 401k. 

Family Legacy is an equal opportunity employer committed to creating a diverse workforce.  We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, service member status, amnesty or status as a covered veteran, or any other protected classification under applicable federal, state, and local laws.

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services

Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

 

multi-family office

Managing estates, trusts and generations.

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multi-family office

Managing estates, trusts and generations.

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widowed or divorced?

Financial planning when life shifts.

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widowed or divorced?

Financial planning when life shifts.

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Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CFP®

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