Demo

Administrative Marketing Assistant

LPL Financial
LPL Financial Salary
Spokane, WA Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/15/2025

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 / hourActual 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!

    Company Overview :

    LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

    At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

    Join LPL Financial : Where Your Potential Meets Opportunity

    At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

    Salary : $23 - $38

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