Job Overview
Employment Type
Full-time
Part-time
Hourly
Compensation
Type:
Hourly
Rate:
Range $23.51 - $39.18
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
401K Matching
Paid Time Off
Volunteer time off
employee stock options
Professional development opportunities
Job Description
LPL Financial Holdings Inc. (Nasdaq: LPLA) stands as one of the fastest-growing wealth management firms in the United States, servicing the financial advisor-mediated marketplace with great distinction. As a leading independent broker-dealer, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. The firm manages approximately $2.3 trillion in brokerage and advisory assets, reflecting a deep commitment to helping nearly 8 million Americans pursue their financial goals. LPL combines a robust array of advisor affiliation models, innovative investment solutions, advanced fintech tools, and comprehensive practice management services, ensuring financial professionals have the flexibility and... Show More
Job Requirements
- 3+ years of experience utilizing the Microsoft Office Suite
- 1+ years of experience utilizing a CRM system
- Strong organizational abilities
- Excellent communication skills
- Ability to work in a fast-paced, team-oriented environment
- Professionalism and integrity
Job Qualifications
- Associate or bachelor’s degree preferred
- Minimum 2 years of previous experience in financial services or administrative support role preferred
- Strong organization skills with keen attention to detail
- Excellent verbal and written communication skills
- Strong problem-solving skills
- Ability to work both independently and with a team
- High level of professionalism
- Proficiency in Microsoft Office Suite
- Experience utilizing CRM systems
Job Duties
- Assist in organizing client events
- CRM assistance and documentation – maintain and upkeep client records
- Manage CRM workflows
- Assist with client gifts as needed
- Order office supplies and keep inventory
- Answer incoming calls and messages
- Greet clients and visitors
- Maintain overall office schedule
- Perform administrative tasks including filing, photocopying, and data entry
- Maintain an organized kitchen and reception area and general office upkeep
- Prepare and proofread correspondence
- Process incoming and outgoing mail
- Manage scheduling, contact lists, and appointment coordination
- Maintain account statements and online access
- Assist with operational needs
- Contribute to marketing efforts
- Complete ad-hoc projects and tasks as requested
- Provide direct support to the Branch Operations manager
- Assist with account openings if applicable
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Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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