Office Administrator

LPL Financial; Redding (CA); On-site; USD 25,000 - 30,000; Part time

Job summary

LPL Financial's Redding, CA office seeks a Part-Time Office Administrator / Client Services Assistant to support daily operations and deliver excellent client service.

The role collaborares with financial advisors, handling scheduling, client communications, and administrative tasks while keeping the office professional and welcoming. Ideal candidates are reliable, organized, and personable with strong communication and multitasking abilities.

Qualifications

• Strong office administration and clerical skills.
• Excellent attention to detail and organization.
• Clear written and verbal communication.
• Professional, friendly client-focused demeanor.
• Comfortable answering phones and interacting with clients.
• Proficient with Microsoft Office and basic data entry.
• Experience using office equipment and maintaining files.
• Ability to multitask and work independently.
• Punctual, dependable, and reliable in a professional setting.
• Experience in financial services or a professional office is preferred.
• High school diploma required; higher education a plus.

Responsibilities

• Answer incoming phone calls professionally and greet clients.
• Coordinate appointments and schedule client reviews.
• Maintain the office calendar and daily schedules.
• Prepare and organize paperwork; assist with data entry and document management.
• Provide administrative support to financial advisors and staff.
• Operate standard office equipment and troubleshoot simple issues.
• Ensure a welcoming, organized, and confidential office environment.

Skills

Office administration

Organizational skills

Communication

Customer service

Phone etiquette

Microsoft Office

Data entry

Multitasking

Punctuality

Financial services experience

Education

High school diploma

Associate degree or higher a plus

Tools

Microsoft Office

Job description

A professional financial services office in Redding, CA is seeking a reliable, organized, and personable Part-Time Office Administrator / Client Services Assistant to support daily office operations.

This position is ideal for someone who enjoys working with people, staying organized, managing schedules, and providing excellent client service. The successful candidate will work closely with financial advisors and clients to help ensure the office operates smoothly and efficiently.

Key Responsibilities

• Answer incoming phone calls in a professional and friendly manner.
• Communicate with clients regarding appointments, scheduling, and general office needs.
• Schedule and coordinate annual client reviews and other client appointments.
• Help manage the office calendar and daily schedules.
• Prepare, organize, scan, copy, and maintain administrative paperwork and documentation.
• Assist with basic data entry and document management.
• Provide administrative support to financial advisors and office staff.
• Operate printers, copiers, scanners, and other standard office equipment.
• Perform basic troubleshooting of office equipment when needed.
• Greet and assist clients and visitors.
• Maintain an organized, professional, and welcoming office environment.
• Handle confidential client and business information with professionalism and discretion.
• Prioritize multiple tasks and assist with daily office operations.

Qualifications & Skills

• Strong office administration and administrative assistance skills.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Professional, friendly, and client-focused demeanor.
• Comfortable answering phones and interacting with clients.
• Proficiency with Microsoft Office or similar productivity software.
• Basic computer and data-entry skills.
• Experience using printers, copiers, scanners, and other office equipment.
• Ability to multitask and prioritize responsibilities.
• Dependable, punctual, and able to work independently.
• Previous experience in financial services or a professional office environment preferred.
• High school diploma or equivalent required; associate degree or higher is a plus.

Ideal Candidate

The ideal candidate is dependable, organized, professional, and personable, with strong attention to detail. They should enjoy helping people, communicating with clients, and keeping an office organized and running efficiently.

Schedule & Location

• Morning hours
• Approximately 20-25 hours per week
• On-site in Redding, CA

Employment Requirements

• Must successfully pass a background check.
• Must successfully pass a pre-employment drug screening.
• Must be able to work on-site in Redding, CA during scheduled morning hours.

This is a great opportunity for someone seeking a consistent weekday morning position in a professional services environment.