Financial Admin & Front Desk Specialist

LPL Financial LLC; New York (NY); On-site; USD 25,000 - 41,000; Full time

Job summary

LPL Financial LLC in New York, NY is seeking an Administrative Assistant to be the first point of contact for clients and callers, greeting visitors and ensuring a welcoming experience. You will support financial advisors with scheduling, travel, documentation, and office operations, handling mail, supplies, and events, and contributing to marketing and internal communications.

This role requires 3+ years in admin support, strong communication, integrity, and the ability to work independently

Qualifications

• 3+ years of administrative, office support, or customer service experience with excellent verbal and written communication skills.
• 3+ years of experience managing multiple priorities in a fast-paced environment, demonstrating strong organizational skills and the ability to work independently and collaboratively.
• 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

Customer service

Communication

Organizational skills

Team collaboration

Education

Associate or Bachelor's degree in business, accounting or finance

Tools

Microsoft Office

Job description

LPL Financial LLC in New York, NY is seeking an Administrative Assistant to be the first point of contact for clients and callers, greeting visitors and ensuring a welcoming experience. You will support financial advisors with scheduling, travel, documentation, and office operations, handling mail, supplies, and events, and contributing to marketing and internal communications.

This role requires 3+ years in admin support, strong communication, integrity, and the ability to work independently