Trust Admin Assistant: Elite Client Services

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial seeks a Trust Administrative Assistant for The Private Trust Company. This role delivers exceptional client service, handles relational and transactional activities for high‑net worth accounts, and teammates with advisors to support administrative and operational workflows.

You will greet clients, coordinate communications, review documentation with advisors, and assist with account administration while prioritizing accuracy and timely responses in a fast‑paced environment on site

Qualifications

• High school diploma or GED required.
• 1+ years of admin experience preferred.
• On-site work required in Independence, OH.

Responsibilities

• Greet clients and manage front-desk activities.
• Coordinate mail, email, and fax communications.
• Coordinate requests with financial advisors, clients, accountants and attorneys.
• Review account documentation and investment policies with staff.
• Provide administrative support across teams and prepare reports.

Skills

Customer service

Communication skills

Attention to detail

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

LPL Financial seeks a Trust Administrative Assistant for The Private Trust Company. This role delivers exceptional client service, handles relational and transactional activities for high‑net worth accounts, and teammates with advisors to support administrative and operational workflows.

You will greet clients, coordinate communications, review documentation with advisors, and assist with account administration while prioritizing accuracy and timely responses in a fast‑paced environment on site