Office Associate

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

Job summary

LPL Financial is seeking a dependable Part-Time Office Administrator to support daily operations of a professional services office in Redding, CA. You will assist the financial advisory team, manage calendars, handle inquiries, and help maintain organized client records.

The role emphasizes strong organizational, client-facing, and confidential handling abilities. This in-office position requires initiative, professionalism, and a focus on delivering excellent client service while supporting

Qualifications

• Experience in a professional office setting is preferred.
• Ability to maintain confidentiality and handle sensitive information.
• Proficiency with Microsoft Office and Google Workspace.
• Strong organizational and prioritization skills.
• Comfortable with client-facing interactions and in-office teamwork.
• Ability to learn new software and office processes quickly.
• Reliable with a track record of punctuality and dependability.

Responsibilities

• Provide administrative support to the financial advisory team and professional office
• Answer and direct phone calls, emails, and general client inquiries
• Schedule client meetings and manage calendars
• Prepare meeting materials, forms, and client paperwork
• Assist with client onboarding and maintaining organized client records
• Follow up with clients regarding documents, appointments, and outstanding items
• Scan, file, organize, and maintain digital and physical records
• Assist with correspondence, document preparation, and general office projects
• Help maintain client databases and internal tracking systems
• Coordinate office supplies, mail, and other day-to-day office needs
• Provide occasional administrative support for other professional services within the office
• Maintain confidentiality when handling sensitive client and business information

Skills

Organizational skills

Interpersonal skills

Communication skills

Multi-tasking

Dependable

Confidential handling

Adaptability

Background check

Client service

Tools

Microsoft Office

Google Workspace

Job description

We are seeking a dependable, organized, and professional Part-Time Office Administrator to support the day-to-day operations of a professional services office. The position will primarily support our financial services practice while also assisting with general office administration across the organization as needed.

This is a great opportunity for someone who is detail-oriented, personable, comfortable working with clients, and able to keep an office organized and running smoothly.

Responsibilities

• Provide administrative support to the financial advisory team and professional office
• Answer and direct phone calls, emails, and general client inquiries
• Schedule client meetings and manage calendars
• Prepare meeting materials, forms, and client paperwork
• Assist with client onboarding and maintaining organized client records
• Follow up with clients regarding documents, appointments, and outstanding items
• Scan, file, organize, and maintain digital and physical records
• Assist with correspondence, document preparation, and general office projects
• Help maintain client databases and internal tracking systems
• Coordinate office supplies, mail, and other day-to-day office needs
• Provide occasional administrative support for other professional services within the office
• Maintain confidentiality when handling sensitive client and business information

Qualifications

• Strong organizational skills and attention to detail
• Friendly, personable, and comfortable working with a wide variety of people
• Strong interpersonal skills with the ability to make clients feel welcomed and well taken care of
• Professional communication skills in person, over the phone, and by email
• Ability to manage multiple responsibilities and follow through on tasks
• Proficiency with Microsoft Office, Google Workspace, and general computer systems
• Ability to learn new software and office processes quickly
• Dependable, trustworthy, and able to handle confidential and sensitive information
• Must be able to successfully pass a background check
• Previous administrative, financial services, banking, insurance, legal, or professional office experience is a plus, but not required

Schedule: Part-time, approximately 22-25 hours per week

Work Arrangement: In-office

Location: Redding, CA

We are looking for someone who takes initiative, genuinely enjoys working with people, and wants to become an important part of a growing professional office. The ideal candidate will be approachable, professional, and able to provide excellent client service while helping keep the office organized, efficient, and responsive.