LPL Financial
Admin Assistant - Rochester, NY
Rochester, NY · Mid
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About the role
- The Administrative Assistant is the first point of contact for clients and callers, ensuring a welcoming and delightful experience.
- For further information about LPL, please visit www.lpl.com.
- 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.
Responsibilities
- Manage scheduling, contact lists, and appointment coordination.
- Perform administrative tasks including filing, photocopying, data entry, and document archiving (both physically and digitally).
- Maintain a clean and organized reception area.
- Order and manage office supplies and equipment.
- Support meeting room bookings and logistics.
- Contribute to marketing efforts including client communication, social media support, and promotional materials.
- We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
- And they have the freedom to manage their client relationships, because they know their clients best.
- Please log in or create an account to apply to this position.
Requirements
- 3+ years of administrative, office support, or customer service experience with excellent verbal and written communication skills.
- 3+ years of experience managing multiple priorities in a fast-paced environment, demonstrating strong organizational skills and the ability to work independently and collaboratively.
- 3+ years of experience using Microsoft Office and office technology, providing professional customer service while maintaining discretion, integrity, and ethical conduct.
- Prior experience in a financial advisor's practice.
- Administrative experience in a professional services environment.
- Associate or bachelor's degree in business, accounting or finance.
Compensation
- 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.
Company info
- We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments.
This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.