We are proud of the work that we do, and wouldn’t be successful without our awesome team of dedicated people. If we sound like the kind of company you’d like to be a part of — and you think you have something to contribute to our team — please submit your resume to jamie@legacycapitalpa.com.

About Legacy Capital
The company was founded in 2015 by experienced professionals from the real estate and finance industry. They are committed to become the leading company in this niche market. We exist to empower real estate entrepreneurs to become successful business owners and create lasting legacies.

Click here to learn more about the Legacy Capital Team.


Open Positions

Business Development Professional (2 Positions Available!)

Overview
Established and growing real estate finance company based in Bala Cynwyd, PA is seeking a Business Development Professional to help manage 100% year over year growth.  Ideal candidates will work closely with our Operations team and other members of the sales team.

Responsibilities:

  • Self-generate new business opportunities by leveraging existing relationships and developing new ones with individuals, realtors, builders and investors. etc.
  • Schedule 20+ sales meetings per week.
    Cultivate ongoing relationships.
  • Follow a proven sales process.
  • Qualify prospects.
  • Provide value for prospects and clients through consultative sales approach.
  • Execute prospect follow up (emails & processing/document collection).
  • Educate potential clients on product offerings.
  • Track KPI’s & sales activity reports.
  • Participate in weekly sales meetings.
  • Keep CRM updated so all team members know prospect and repeat client status.

Competencies:

  • Experience: 5-7 Years work experience in Real Estate, Finance or Construction.
  • Tech Savvy: Extremely proficient in most computer software applications.
  • Teamwork: Reaches out to colleagues and cooperates with others to establish a collaborative working relationship.
  • Persistence: Demonstrates tenacity and willingness to go distance to get something done.
  • High standards: Understands the importance of a relationship-based sale. Ideal candidate truly wants to make a difference for the Client.
  • Communication: Excellent communication skills in person, on the phone and by email without being overly verbose or talkative. Takes pride in appearance.
  • Organization and Planning: Plans, organizes, schedules, operates in an efficient, productive manner to be able to manage many moving parts. Focuses on key priorities.
  • Efficiency: Able to produce significant output with minimal wasted effort.
  • Openness to Criticism and Ideas: Solicits feedback and views criticism or negative feedback as learning opportunities to grow and expand.

Senior Staff Accountant

The Job’s Mission
Lead finance department of growing real estate finance company. Report directly to owners and assist with strategic planning to grow core business and related companies.

Office located in Bala Cynwyd, just outside of Philadelphia. Successful lenders to real estate investors, seek a Staff Accountant with desire to join a fast-paced, growing organization.

Candidate will be responsible for the finance department, which includes all bookkeeping and accounting activities. They’re a quick study who loves learning, growing and is detail oriented yet efficient.

Bachelors in Accounting and/or Finance preferred, but not required. Experience supporting small business owners is preferred, but not required.

Requirements
Candidate must have strong organizational and time management skills and can work independently. They must have 3+ years experience using Quickbooks in the real estate industry
and have experience managing multiple QuickBooks files. Candidate must have strong foundation in accounting and understands debits and credits.

Some of the tasks that this position requires are as follows:

Outcomes

  1. Perform all daily and monthly reconciliations – bank accounts, loan assets and liabilities
  2. Responsible for accounts payable, receivable, payroll, deposits and 1099’s
  3. Initiate outgoing wires & ACH payments the same day as approval
  4. Document Financial Systems & Processes
  5. Prepare monthly financial reports and interpret impact on business and its financial story
  6. Prepare budgets and forecasts
  7. Lead weekly financial meeting with owners
  8. Understand all entities including owners’ entities and impact of intercompany transactions to be able to manage global cash flow and capital utilization & efficiency

Competencies:

  • Efficiency: Able to produce significant output with minimal wasted effort. Moves quickly inside of QuickBooks, online banking, calendar, email, etc.
  • Accurate & Thorough: Does complete work that is accurate. Understands the totality and what it means to be complete. 99% means it’s not complete.
  • Organization and planning: Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
  • High standards: Expects personal performance and team performance to be nothing short of the best.
  • Honesty/integrity: Earns trust and maintains confidences. Does what is right and ethical. Speaks plainly and truthfully.
  • Accountability: Being responsible for agreements and what you say. Declaring breakdowns when they occur, not after something is past due.
  • Communication: Speaks and writes clearly and articulately without being overly verbose or talkative. Lives up to verbal and written agreements.
  • Open to candid feedback and new ideas: Solicits honest feedback and uses it as a learning opportunity to grow and expand.

Administrative Support

The Job’s Mission
Growing real estate finance company based in Bala Cynwyd, PA is seeking administrative support to help manage 65% year over year growth. Candidate will work with entire office and work closely with Sales Manager and individual sales people.

Candidate will be responsible for answering the phones, helping sales team achieve their goals and general office duties. Customer service and sales are big drivers of our company’s success, so your position plays a crucial role at our company.

Candidate must have strong interpersonal, communication and organizational skills and thrive working in a fast-paced team environment. Candidate must be self-motivated and enjoy helping people while providing the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis.

Experience supporting small business owners and top sales performers are preferred, but not required. Some of the tasks that this position requires are as follows:

Responsibilities:

  1. Answer phone and screen and qualify incoming leads
  2. Greet all guests and provide a great experience for prospects, clients and team members
  3. Schedule 24+ sales meetings per week and maintain calendars for sales team
  4. Support sales team with prospect follow up (emails & processing/document collection)
  5. Lead individual Weekly Sales Support meetings with each sales person
  6. Keep CRM updated so all team members know prospect and repeat client status
  7. Implement email marketing follow up campaigns
  8. Perform general office duties; maintain office and kitchen supplies

Competencies:

  • Teamwork: Reaches out to colleagues and cooperates with others to establish a collaborative working relationship.
  • Persistence: Demonstrates tenacity and willingness to go distance to get something done.
  • High standards. Expects personal performance and team performance to be nothing short of the best.
  • Communication: Excellent communication skills in person, on the phone and by email
    without being overly verbose or talkative.
  • Organization and planning. Plans, organizes, schedules, operates in an efficient, productive manner to be able to manage many moving parts. Focuses on key priorities.
  • Efficiency. Able to produce significant output with minimal wasted effort.
  • Openness to criticism and ideas: Solicits feedback and views criticism or negative feedback as learning opportunities to grow and expand.

Full Charge Bookkeeper

The Job’s Mission
Handle all bookkeeping activities for core business and related companies. Report directly to owners and outside CPA.

Office located in Bala Cynwyd, just outside of Philadelphia. Successful lenders to real estate investors, seek a Full Charge Bookkeeper with desire to join a fast-paced, growing organization.

Candidate will be responsible for all bookkeeping activities. They’re a quick study who loves learning, growing and is detail oriented yet efficient.

Requirements
Candidate must know QuickBooks “inside and out” and have a minimum of 3-5 years experience using QuickBooks. They must have strong organizational and time management skills and can work independently. Experience in the real estate industry is a plus and managing multiple QuickBooks files is preferred, but not required.

Some of the tasks that this position requires are as follows:

Outcomes

  1. Perform all daily and monthly reconciliations – bank accounts, loan assets and liabilities
  2. Responsible for accounts payable, receivable, payroll and deposits
  3. Initiate outgoing wires & ACH payments the same day as approval
  4. Complete month end close and & generate financial reports
  5. Document Financial Systems & Processes
  6. Manage multiple QuickBooks files

Competencies

  • Efficiency: Able to produce significant output with minimal wasted effort. Moves quickly inside of QuickBooks, online banking, calendar, email, etc.
  • Accurate & Thorough: Does complete work that is accurate. Understands the totality and what it means to be complete. 99% means it’s not complete.
  • Organization and planning: Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
  • High standards: Expects personal performance and team performance to be nothing short of the best.
  • Honesty/integrity: Earns trust and maintains confidences. Does what is right and ethical. Speaks plainly and truthfully.
  • Accountability: Being responsible for agreements and what you say. Declaring breakdowns when they occur, not after something is past due.
  • Communication: Speaks and writes clearly and articulately without being overly verbose or talkative. Lives up to verbal and written agreements.
  • Open to candid feedback and new ideas: Solicits honest feedback and uses it as a learning opportunity to grow and expand.

About Legacy Capital

The company was founded in 2015 by experienced professionals from the real estate and financial industry, committed to become the leading company in this niche market. We exist to elevate greatness and create lasting legacies. Legacy Capital is an Equal Opportunity Employer. To learn more, visit www.LegacyCapitalPA.com.