Admin Assistant - Rochester, NY

LPL Financial LLC; New York (NY); Hybrid; USD 25,000 - 41,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC in New York seeks an Administrative Assistant to be the first point of contact for clients and callers. You will manage the front desk and provide essential support to financial advisors while coordinating schedules and facilitating communication across the office.

The role requires 3+ years in administrative or customer service work, strong organizational skills, and proficiency with Microsoft Office.

Qualifications

• 3+ years of administrative, office support, or customer service experience.
• 3+ years of experience managing multiple priorities in a fast-paced environment.
• 3+ years of experience using Microsoft Office and office technology, providing professional customer service while maintaining discretion, integrity, and ethical conduct.

Responsibilities

• Greet and welcome clients, ensuring a positive first impression.
• Answer, screen, and direct incoming phone calls and messages.
• 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.
• Process incoming and outgoing mail and deliveries.
• Coordinate travel arrangements and accommodations.
• Support meeting room bookings and logistics.
• Assist with operational needs, internal communication and help execute client facing events.
• Contribute to marketing efforts including client communication, social media support, and promotional materials.
• Complete ad-hoc projects and tasks as requested.

Skills

Administrative experience

Customer service

Communication skills

Education

Business/Finance-related degree

Tools

Microsoft Office

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The Administrative Assistant is the first point of contact for clients and callers, ensuring a welcoming and delightful experience. This role involves managing the front desk, providing administrative support to the financial advisors, and facilities effective communication across the organization.

Responsibilities

• Greet and welcome clients, ensuring a positive first impression.
• Answer, screen, and direct incoming phone calls and messages.
• 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.
• Process incoming and outgoing mail and deliveries.
• Coordinate travel arrangements and accommodations.
• Support meeting room bookings and logistics.
• Assist with operational needs, internal communication and help execute client facing events.
• Contribute to marketing efforts including client communication, social media support, and promotional materials.
• Complete ad-hoc projects and tasks as requested.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. 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.

Requirements

Available to work an in-office schedule Monday through Friday, 8:00 AM to 4:30 PM

• 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.

Preferences

• 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.

Pay Range

#LI-Onsite Pay Range: $18.07-$30.11/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.

LPL Total Rewards package

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, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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 thriving businesses. 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. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

Principals only.

EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].

LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.