Part-Time Office & Client Services Coordinator

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

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.