Administrative Assistant

Join our team as a Marketing and Administrative Assistant, where you’ll play a crucial role in supporting our financial advisors and ensuring our clients receive the highest level of service. Your expertise in streamlining processes and enhancing systems will be invaluable as we continue to grow and succeed. This is your opportunity to make a real difference in the financial lives of individuals and families while advancing your own career in a dynamic and supportive environment.

Step into an exciting career opportunity with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane’s picturesque South Hill. Founded by the visionary Sarah Carlson, Fulcrum Financial Group is dedicated to providing strategic, comprehensive guidance to help our clients navigate the complexities of their financial lives, prepare for the unexpected, and transition smoothly into retirement. This is your chance to be a pivotal player in the future success of our fast-growing organization!

As part of LPL Financial, the leader in independent financial services, you’ll join a team that combines the local expertise of Spokane with the national reach and vast career opportunities of a financial market leader. This role offers you the unique opportunity to support Financial Advisors associated with LPL Financial, operating under our Linsco Employee Model. You’ll be part of a dedicated team committed to helping clients at every stage of their financial journey. This is not just a job; it’s a platform for you to grow your career and make a meaningful impact on the lives of individuals and families who turn to our Linsco Financial Advisors for trusted financial solutions.

Job Overview:

The primary role of the Marketing and Administrative Assistant is to provide support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Marketing and Administrative Assistant helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients.

Responsibilities:

• Maintain communication with current clients through on-going mailings, email and phone calls
• Preparing documents for client appointments
• Responding to client inquiries and requests
• Answering phones, scheduling appointments and greeting clients when they enter the practice
• Assist with social media outreach and content management
• Creation and management of a content calendar across our social channels (Facebook, LinkedIn, YouTube and Instagram)
• Manage timely responses to comments on social media platforms, screening for warm/ hot leads and forwarding to Wealth Advisors
• Website administration, including maintenance, management, and email campaigns
• Basic graphic design to support social media postings, and marketing communications
• Brainstorming creative campaign development to help promote the business working with the leadership team to create engaging and accessible content with clients and prospects
• Support in amplifying client events for FFG
• Content creation for client communications

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Proficiency with using social media applications
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
• Ability to multi-task and follow through on projects and tasks
• Effective oral and written communication; able to explain complex information clearly and simply
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

Core Competencies:

• Detail oriented
• Strong organization skills
• Excellent client service and communication skills
• Work independently as well as function as part of a team

Preferences:

• Previous marketing experience
• Previous experience in the financial services industry
• College degree preferred
  

Pay Range:

$22.82-$38.04/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off (up to 16 days) plus eleven paid holidays, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!