Administrative Assistant-LPL Financial

Job Description

Job Title: Administrative Assistant

Company: LPL Financial

Location: Ada, MI

Pay: $17.54 – 29.24 per hour

AI Pay Analysis: The hourly rate range of $17.54 to $29.24 for an Administrative Assistant in Ada, MI, appears to be competitive, particularly considering the wider industry standards and regional cost of living. According to data from the U.S. Bureau of Labor Statistics and various salary aggregators, administrative assistants typically earn between $15 to $25 per hour on average nationwide, with rates varying based on experience, specific duties, and local demand. Given that the higher end of this range reaches up to $29.24, it aligns well with more experienced roles or those requiring specialized skills, indicating that the pay scale is attractive for candidates in the area, particularly if benefits and growth opportunities are also considered.

Job description:

LPL Financial (Nasdaq: LPLA) was established on the core belief that the firm should serve the advisor, not vice versa. Currently, LPL stands as a leader in its respective markets, supporting over 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent Registered Investment Advisory (RIA) firms across the nation. We are committed to our advisor-focused model and the conviction that all Americans should have access to tailored financial guidance. At LPL, we empower advisors with the autonomy to choose the business models, services, and technological resources that best suit their practices, allowing them to nurture client relationships effectively, as they are most familiar with their clients’ needs. Our primary goal is to support our advisors, enabling them to provide exceptional care to their clients.

Founded in 2002, Discovery Financial is a thriving financial services agency dedicated to assisting clients in growing, maintaining, and transferring their wealth through comprehensive retirement planning tailored to their unique needs. As a fee-only, independent advisory firm, we have consistently achieved year-over-year growth, delivering exemplary experiences for both our clients and team members. Our office environment is welcoming, friendly, and productive, fostering growth opportunities in the picturesque city of Ada, MI.

Job Overview

We are in search of a meticulous and organized Administrative Assistant/Receptionist to join our team. The successful candidate will be responsible for overseeing front desk operations, providing critical administrative support, and ensuring seamless day-to-day operations within the office.

Responsibilities

• Greet and welcome visitors with professionalism and warmth.
• Answer and appropriately direct incoming phone calls.
• Schedule and coordinate client meetings and appointments efficiently.
• Prepare and maintain conference spaces for client meetings.
• Assist with data entry, filing, and the upkeep of office records within the team CRM.
• Order office supplies, manage communications, and coordinate office maintenance.
• Complete expense reports accurately on behalf of the financial advisor.
• Arrange travel accommodations to support the practice.
• Assist in planning branch events, such as client seminars and appreciation events.
• Perform a range of administrative, transactional, operational, and customer support tasks.

Requirements

• Proven experience as an administrative assistant, receptionist, or in a comparable role.
• Exceptional verbal and written communication skills.
• Strong organizational and multitasking capabilities.
• Detail-oriented with effective task prioritization skills.
• Ability to work independently as well as collaboratively within a team.
• Familiarity with office equipment, including printers and fax machines.
• Experience with financial systems and tools utilized by the branch.

Preferred Qualifications

• Experience within the financial services industry.
• Knowledge of office management systems and procedures.
• Familiarity with CRM software.

Pay Range: $17.54 – $29.24/hour.

Actual base salary may vary based on various factors, including relevant skills, prior experience, educational background, base salary of internal peers, demonstrated performance, and geographic location. Additionally, the LPL Total Rewards package is highly competitive and designed to foster success both at work and home, offering benefits such as 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will discuss all the advantages LPL has to offer.

Why LPL?

At LPL, we hold the belief that objective financial guidance is essential for everyone. As the leading independent broker-dealer in the nation, we offer an integrated platform encompassing proprietary technology, brokerage, and investment advisory services. We provide a work environment that encourages creativity and growth, backed by a leadership team that is supportive and responsive, creating an opportunity for a limitless and rewarding career path.

We work as one cohesive team with a unified mission—to take care of our advisors so they can effectively serve their clients. Given our right-sized company stature, you will have the opportunity to make a significant impact. We are dedicated to workplace equality and celebrate the diverse perspectives and backgrounds of our employees. Our commitment to community involvement encourages our employees to engage actively in making a difference.

If you wish to learn more about our employees’ experiences at LPL, please do not hesitate. We take social responsibility seriously.

For more information about our benefits, join the LPL team and help us transform aspirations into financial realities. Please log in or create an account to apply for this position. Principals only. EOE.

Information on Interviews:

LPL conducts all communications with job applicants exclusively via @lplfinancial.com email addresses and does not utilize online chatroom forums for interviews. During the interview process, LPL will never request payment or sensitive banking information from applicants. For inquiries related to the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

Job Posting Date: Sun, 05 Jan 2025 01:46:22 GMT

Apply now!