Administrative Assistant

LPL Financial; Lisle (IL); On-site; USD 50,000 - 60,000; Full time

Job summary

LPL Financial is seeking a client services professional to provide comprehensive support to advisors and clients, handling inquiries about accounts, policies, and documents while managing time-sensitive tasks.

You will educate clients on services and technology, including eSignature and paperless options, collaborate with internal teams on complex issues, and help drive efficiency through digital adoption.

Qualifications

• 2+ years of experience in the financial industry, preferably wealth management.
• 2+ years of experience in client service industry.

Responsibilities

• Provide client support through daily communication with advisors and clients addressing inquiries on account activity, policies, and documentation.
• Address inquiries on account activity, policies, and documentation.
• Manage time-sensitive tasks such as RMDs, distributions, and tax forms.
• Educate clients and advisors on services and technology, including eSignature and paperless options, while collaborating with internal teams to ensure timely resolution.

Skills

Financial industry

Client service

Tools

Microsoft Office

Job description

Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

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:

• 2+ years of financial industry experience, preferably in wealth management
• 2+ years of experience in client service industry

Preferences:

• Strong attention to detail and organizational skills
• 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
• Time management skills with the ability to handle multiple projects and deadlines
• Possess strong analytical and problem-solving skills
• Self-motivated, driven and takes initiative
• Experience with the Microsoft program suite (Outlook, Word, Excel)

Pay Range:

$50,000 - $60,000/year

• 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. Additionally, offers Retirement plan matching, paid time off, flexible hours may be available and potential for performance bonuses.