Administrative Assistant

LPL Financial LLC; Arkansas; On-site; USD 28,000 - 45,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Trust Administrative Assistant to support the Private Trust Company with day-to-day client and advisor interactions, ensuring accurate and timely communications and document handling.

The role focuses on high-net-worth accounts and collaborative teamwork across administrative and operational functions, with emphasis on accuracy and regulatory awareness.

Qualifications

• High school diploma or GED.
• 1+ years of admin experience.
• Ability to work on site 5 days a week in Independence, OH.
• Experience with Word, Excel, PowerPoint.
• Interest in estate planning, investments, and trust regulations.

Responsibilities

• Answering Phones.
• Greeting clients.
• Coordinating mail, email and fax communications.
• Coordinating requests with financial advisors, clients, accountants and attorneys.
• Reviewing account documentation and policies with officers.
• Collaborating with the organization and providing admin support.
• Following up on issues from account reviews and tax filings.
• Handling a heavy volume of inquiries via phone or email.
• Maintaining accuracy, organization and detail.
• Participating in client meetings as needed.
• Preparing special reports, spreadsheets and correspondence.

Skills

Administrative experience

Client relationship management

Attention to detail

Communication skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

Word

Excel

PowerPoint

Job description

Job Overview

We are currently looking to hire a Trust Administrative Assistant within The Private Trust Company. This role is responsible for delivering exceptional customer service experiences, including accurate, timely and effective communication and execution of relational and transactional activities among clients and advisors, including high-net worth accounts, while working as a team supporting administrative and operational functions.

Responsibilities

• Answering Phones
• Greeting clients
• Coordinating mail, email and fax communications
• Coordinating requests and documentation needs with financial advisors, clients, accountants and attorneys
• Working with officers in reviewing account documentation, administration and investment policies, cash liquidity needs, historical or prospective changes in client situations or activities
• Collaborating with all facets of the organization; Providing administrative assistance to various functional groups within the bank
• Following up on issues identified during annual account reviews as well as relative to tax filings
• Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requests
• Focusing on accuracy, organization and details
• Participating in client meetings as needed
• Preparation of special reports, spreadsheets and correspondence, as needed

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

• High school diploma or GED
• 1+ years of admin experience
• Ability to work on site 5 days a week (Independence, OH)

Preferences

• Bachelor's Degree
• Interest in estate planning, investments, bank compliance and trust regulations such as principal and income accounting
• Experience with Word, Excel, PowerPoint
• Ability to articulate issues and solutions in a client relationship environment
• Project and time management skills preferred
• Interpersonal and problem-solving skills
• Clear verbal and written communication

Pay Range

$19.86-$33.08/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.

Benefits

• 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 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.

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.

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].