Part-time Administrative Assistant

Part-time Administrative Assistant

16-24 hours per week – (must be able to work on Friday)

Role Requirements:

· Administrative Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.

· Client Service: Provide professional service to clients via inbound and outbound calls, email, as well as in-person. Respond to inquiries, resolve issues, and ensure an exceptional client experience.

· Account Management: Ability to learn and understand the financial services industry. Includes account opening, handling account transfers, following up on transactions and other requests at the direction of the financial advisor. Assist the Financial Advisor by preparing documentation and maintaining accurate client records.

· Technology: Strong computer literacy with willingness to learn new technology and programs such as Microsoft Office products and other firm-provided software.

Knowledge, Skills & Abilities:

· Strong organizational and administrative skills

· Excellent written and verbal communication abilities

· Strong attention to detail and problem-solving skills

· Proficiency with Microsoft Office

· Ability to work independently and with a team

· Professional & dependable

· Have a strong emphasis on confidentiality

To Apply:

Please email your resume to sarah.keefer@lpl.com or drop it off to our office at 885 N. Main St. Canton, IL.