Administrative Assistant

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial seeks a Trust Administrative Assistant for The Private Trust Company. This role delivers exceptional client service, handles relational and transactional activities for high‑net worth accounts, and teammates with advisors to support administrative and operational workflows.

You will greet clients, coordinate communications, review documentation with advisors, and assist with account administration while prioritizing accuracy and timely responses in a fast‑paced environment on site

Qualifications

• High school diploma or GED required.
• 1+ years of admin experience preferred.
• On-site work required in Independence, OH.

Responsibilities

• Greet clients and manage front-desk activities.
• Coordinate mail, email, and fax communications.
• Coordinate requests with financial advisors, clients, accountants and attorneys.
• Review account documentation and investment policies with staff.
• Provide administrative support across teams and prepare reports.

Skills

Customer service

Communication skills

Attention to detail

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Open — LPL Financial has a posting for this job. Posted 9 Oct 2026.

This posting

About this job

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

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

• 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. 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. Your recruiter will be happy to discuss all that LPL has to offer!

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.

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].

EOE.