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LPL Financial

LPL Financial is hiring: Administrative Assistant in Pullman

LPL Financial, Pullman, WA, United States, 99164

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Overview

We are seeking a detail-oriented and highly organized Administrative Assistant/Receptionist to join our team. The ideal candidate will be responsible for managing the front desk, coordinating client and team calendars, providing administrative support, and ensuring smooth daily operations within the office.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what’s possible with LPL Financial.

Responsibilities

  • Greet and welcome visitors in a professional and friendly manner.
  • Answer and direct incoming phone calls.
  • Manage the scheduling and coordination of client meetings and appointments.
  • Prepare and maintain conference spaces for client meetings.
  • Assist with data entry, filing, and maintaining office records in the team CRM.
  • Order office supplies, manage correspondence and coordinate office maintenance.
  • Accurately complete expense reports on behalf of the financial advisor.
  • Coordinate travel arrangements and accommodations.
  • Assist with branch event planning such as client seminars or appreciation events.
  • Perform administrative, transactional, operational and customer support tasks.

What we’re looking for

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

  • 2+ years of experience as an administrative assistant, receptionist, or in a similar role.
  • 2+ years of experience working with office equipment, such as printers and fax machines.

Preferences

  • Experience in the financial services industry.
  • Knowledge of office management systems and procedures.
  • Familiarity with CRM software.
  • Excellent verbal and written communication skills.
  • Strong organizational and multitasking abilities.
  • Detail-oriented and able to prioritize tasks effectively.
  • Ability to work independently and as part of a team.

Compensation

Pay Range: $17.54-$29.24/hour. Actual base salary varies based on factors including but not limited to relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is designed to support success at work, at home, and at play.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services. LPL emphasizes independence for advisors and institutions to choose their business model, services, and technology resources.

For further information about LPL, please visit www.lpl.com.

Join LPL

Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment: We encourage creativity and growth with supportive leadership.
  • Limitless Career Potential: Your career at LPL has no limits, only potential.
  • Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
  • Impactful Work: Our size enables meaningful impact.
  • Equality and Diversity: We support workplace equality and diverse perspectives.
  • Community Focus: We care for our communities and encourage volunteering.
  • Benefits and Total Rewards: A comprehensive rewards package designed to support life at work and at home.

Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom. LPL will not request payment or banking/credit card information during interviews. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EEO statement and related notices are provided as part of the company’s employment information.

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