Experience Concierge

Legato Financial Group, Inc. • Orland Park, IL

1d • $55,000 - $65,000

About The Position

The Experience Concierge is the first point of contact for clients and visitors at Legato Financial Group (LFG), a full-service financial firm serving clients near or in retirement. The role creates a welcoming, seamless, and professional experience by greeting clients, coordinating hospitality services, and providing administrative and logistical support to team members. It helps reinforce the firm's commitment to exceptional client service and involves building relationships with advisors and staff. There are no direct reports. The schedule is 8:30 a.m.–5:00 p.m., Monday through Friday, with scheduled client or company events as necessary.

Requirements

• High school diploma or equivalent.
• At least two years of experience in an administrative or hospitality role.
• Excellent verbal and written communication skills.
• Professional demeanor, strong customer service orientation, and attention to detail.
• Ability to handle multiple priorities calmly and efficiently.
• Proficiency with Microsoft Office Suite and comfort learning internal systems.
• Proactive mentality, positive attitude, and consistent follow-through.
• Ability to problem-solve and complete tasks with little or no supervision.

Responsibilities

• Greet and assist clients, guests, and vendors promptly and professionally upon arrival.
• Coordinate hospitality services, maintain the reception area, offer refreshments, and anticipate client needs during visits.
• Manage check-in and check-out processes.
• Prepare for client meetings by confirming room readiness, organizing materials, and coordinating technology needs.
• Provide administrative support, including scheduling, data entry, and client communication follow-ups.
• Respond courteously and accurately to client inquiries in person, by phone, or electronically, escalating as needed.
• Assist the Marketing and Events Team by executing at least two evening advisor events per month.
• Greet and assist guests promptly and professionally at events.
• Maintain knowledge of Legato's services to provide basic information and referrals.
• Follow applicable federal and state employment laws, safety standards, and company policies.
• Follow through consistently and build relationships with advisors and firm staff.
• Perform other duties as required.

Benefits

• Full medical, dental, and vision benefits.
• 401(k) plan with company match.
• Generous paid time off schedule.
• 10 paid holidays.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED