LPL Financial
Overview
Company Description
LPL Financial Holdings Inc. (Nasdaq: LPLA) is one of the fastest-growing wealth management firms in the United States. Supporting over 29,000 financial advisors and nearly 1,100 financial institutions, the firm manages approximately $1.9 trillion in brokerage and advisory assets for around 7 million clients. LPL Financial provides flexible advisor affiliation models, advanced fintech solutions, robust investment products, and practice management services. The company's focus is to empower financial advisors and institutions to build successful, client-centric businesses. Role Description
This is a full-time, on-site Assistant role based in Casper, WY. The Assistant will handle day-to-day administrative and operational tasks to support the smooth functioning of the office. Responsibilities include managing schedules, coordinating meetings, handling internal and client communications, maintaining accurate records, and assisting with financial processes. The Assistant serves as a key team member contributing to a professional, efficient, and organized work environment. Qualifications
Strong organizational and administrative skills, including scheduling, task management, and recordkeeping Effective communication skills for client-facing interactions, correspondence, and internal team support Proficiency with office software, including word processing, spreadsheets, and presentation tools Ability to work well in a team environment, prioritize tasks, and manage conflicting deadlines Attention to detail and accuracy, especially in managing financial data and sensitive client information Experience in the financial services industry is an advantage but not mandatory High school diploma or equivalent required; further education or certifications in office administration or finance is a plus Seniority level
Entry level Employment type
Full-time Job function
Administrative
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Company Description
LPL Financial Holdings Inc. (Nasdaq: LPLA) is one of the fastest-growing wealth management firms in the United States. Supporting over 29,000 financial advisors and nearly 1,100 financial institutions, the firm manages approximately $1.9 trillion in brokerage and advisory assets for around 7 million clients. LPL Financial provides flexible advisor affiliation models, advanced fintech solutions, robust investment products, and practice management services. The company's focus is to empower financial advisors and institutions to build successful, client-centric businesses. Role Description
This is a full-time, on-site Assistant role based in Casper, WY. The Assistant will handle day-to-day administrative and operational tasks to support the smooth functioning of the office. Responsibilities include managing schedules, coordinating meetings, handling internal and client communications, maintaining accurate records, and assisting with financial processes. The Assistant serves as a key team member contributing to a professional, efficient, and organized work environment. Qualifications
Strong organizational and administrative skills, including scheduling, task management, and recordkeeping Effective communication skills for client-facing interactions, correspondence, and internal team support Proficiency with office software, including word processing, spreadsheets, and presentation tools Ability to work well in a team environment, prioritize tasks, and manage conflicting deadlines Attention to detail and accuracy, especially in managing financial data and sensitive client information Experience in the financial services industry is an advantage but not mandatory High school diploma or equivalent required; further education or certifications in office administration or finance is a plus Seniority level
Entry level Employment type
Full-time Job function
Administrative
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