Case Coordinator

Based in London Ontario, Legacy Partners of London, a division of Freedom 55, is a small family centered financial services company. Our goal as a full service retirement and estate planning firm is to always exceed the expectations of our clients and each other.

Job Description:
Partner with an established advisor to assist with administrative, marketing, and client support.

You are:

• Coachable

• A team player

• A strong communicator

• Extremely organized

• Committed to providing outstanding customer service

Please have:

• Formal administrative training

• General office experience

• Ability to handle confidential information

• Post secondary diploma

• Mastery of Microsoft Office

• Experience working with CRM systems

Financial services experience and a mutual fund licence will be a distinct advantage to the successful candidate.

Please send your cover letter and resume to applications@legacypartners.ca.

We wish to thank all applicants for their interest but please advise that only those selected for an interview will be contacted.