Client Experience Admin Specialist

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

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.