Receptionist/Administrative Assistant

Job Summary

Established Wealth Management Firm seeks a personable, organized, and detail-oriented self-starter for a full-time position. The ideal candidate should be experienced and able to handle moderate call volume while maintaining a client database, calendar, Microsoft Office, and other administrative functions. Marketing and social media skills a plus. Salary and benefits with advancement potential.

Key Responsibilities

• Answering phones in a professional and courteous manner, routing client service inquiries to appropriate team
  
  

member and taking messages as needed.

• Inputting and managing client data in CRM system.
• Managing database and scheduling calendars.
• Scheduling client appointments.
• Meeting preparation including agendas and other necessary forms as well as appointment confirmation calls.
• Preparing conference room for appointments and greeting clients upon arrival.
• Reviewing incoming mail and routing to appropriate team member.
• Printing and assembling outgoing mail for the office, including occasional event and appreciation mailings.
• Maintaining office inventory and ordering office supplies for the team.
• Providing general administrative support to financial advisors and operations team.
  
  

Qualifications

• 3 years of experience working in administrative/client-service focused position(s).
• 5 years of experience working with PCs and Microsoft Office programs.
• Professional and strong work ethic with personal integrity.
• Strong communication skills, both verbal and written.
• Excellent organization skills with high attention to detail and accuracy.
• Ability to prioritize and multi task with little supervision.
• Quick learner who is flexible and able to adapt to new technology and processes.
• Reliable and responsible with team player mentality.
• Ability to work well independently as well as part of a team.
  
  

Compensation

The base annual salary range for this role is $36,000-$48,000, plus bonus potential. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.

Benefits

• Health insurance offered and partially paid by employer. Life insurance, long-term and short-term disability insurance plans paid by employer.
• Health Savings to help you save money on healthcare.
• 10 days of paid time off and paid holidays.
• 401(k) Savings plan with a generous company contribution.
  
  

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

For more information about LPL Financial, visit

www.lpl.com