Administrative Assistant Job at LPL Financial in Pullman

Administrative Assistant/Receptionist

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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.

This is the right job for you if

You are someone rooted in the Palouse community, find purpose in helping others and seek out meaningful ways to serve. You're energized by connecting with clientsmaking sure they feel seen, heard, and truly valued. Whether it is in offering a warm welcome at the front desk or supporting the team behind the scenes, you take pride in creating a space where people feel important and cared for.

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 are we 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.

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 highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, 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, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.