Front Desk & Admin Specialist - Client-Focused, In-Office

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

Job summary

LPL Financial is seeking an Administrative Assistant to be the welcoming first contact for clients and callers. You will manage the front desk, provide administrative support to financial advisors, and facilitate effective communication across the organization.

In this role you will greet visitors, answer calls, coordinate schedules, and handle filing, data entry, and travel arrangements. You’ll also support events and client communications, contributing to a positive office environment.

Qualifications

• 3+ years of administrative, office support, or customer service experience.
• Strong verbal and written communication skills.

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 coordination

Communication skills

Education

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

Tools

Microsoft Office

Job description

LPL Financial is seeking an Administrative Assistant to be the welcoming first contact for clients and callers. You will manage the front desk, provide administrative support to financial advisors, and facilitate effective communication across the organization.

In this role you will greet visitors, answer calls, coordinate schedules, and handle filing, data entry, and travel arrangements. You’ll also support events and client communications, contributing to a positive office environment.