Client-Facing Administrative Assistant | Front Desk & Ops

LPL Financial; United States; Remote; USD 25,000 - 41,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

Job summary

LPL Financial is hiring an Administrative Assistant to be the first point of contact for clients and callers, handling front desk duties and providing essential support to financial advisors. You’ll help with scheduling, correspondence, and file/document management in a fast-paced, client-focused environment.

The role emphasizes professional customer service, discretion, and teamwork, with a Monday–Friday in-office schedule and opportunities to assist with events and marketing materials.

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.

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.
• 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.

Skills

Customer service

Communication

Organizational skills

Multitasking

Tools

Microsoft Office

Job description

LPL Financial is hiring an Administrative Assistant to be the first point of contact for clients and callers, handling front desk duties and providing essential support to financial advisors. You’ll help with scheduling, correspondence, and file/document management in a fast-paced, client-focused environment.

The role emphasizes professional customer service, discretion, and teamwork, with a Monday–Friday in-office schedule and opportunities to assist with events and marketing materials.