Dynamic Administrative Assistant – Front Desk & Ops Support

LPL Financial; City of Rochester (NY); On-site; 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 seeking an Administrative Assistant to be the first point of contact for clients and callers, handling front desk operations and supporting financial advisors with administrative tasks.

The role emphasizes strong communication, organizational skills, and the ability to manage multiple priorities in a fast-paced environment. In-office schedule is Monday–Friday, 8:00 AM–4:30 PM, with competitive benefits including 401K matching and health plans.

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 (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

Office software

Education

Associate or Bachelor’s degree

Tools

Microsoft Office

Job description

LPL Financial is seeking an Administrative Assistant to be the first point of contact for clients and callers, handling front desk operations and supporting financial advisors with administrative tasks.

The role emphasizes strong communication, organizational skills, and the ability to manage multiple priorities in a fast-paced environment. In-office schedule is Monday–Friday, 8:00 AM–4:30 PM, with competitive benefits including 401K matching and health plans.