Private Trust Administrative Associate

LPL Financial LLC; Arkansas; On-site; USD 28,000 - 45,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Holdings Inc. is seeking a Trust Administrative Assistant to support the Private Trust Company with day-to-day client and advisor interactions, ensuring accurate and timely communications and document handling.

The role focuses on high-net-worth accounts and collaborative teamwork across administrative and operational functions, with emphasis on accuracy and regulatory awareness.

Qualifications

• High school diploma or GED.
• 1+ years of admin experience.
• Ability to work on site 5 days a week in Independence, OH.
• Experience with Word, Excel, PowerPoint.
• Interest in estate planning, investments, and trust regulations.

Responsibilities

• Answering Phones.
• Greeting clients.
• Coordinating mail, email and fax communications.
• Coordinating requests with financial advisors, clients, accountants and attorneys.
• Reviewing account documentation and policies with officers.
• Collaborating with the organization and providing admin support.
• Following up on issues from account reviews and tax filings.
• Handling a heavy volume of inquiries via phone or email.
• Maintaining accuracy, organization and detail.
• Participating in client meetings as needed.
• Preparing special reports, spreadsheets and correspondence.

Skills

Administrative experience

Client relationship management

Attention to detail

Communication skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

Word

Excel

PowerPoint

Job description

LPL Financial Holdings Inc. is seeking a Trust Administrative Assistant to support the Private Trust Company with day-to-day client and advisor interactions, ensuring accurate and timely communications and document handling.

The role focuses on high-net-worth accounts and collaborative teamwork across administrative and operational functions, with emphasis on accuracy and regulatory awareness.