Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills, and problem-solving?

Do you like supporting clients by offering an extraordinary quality service experience?

Are you excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The primary role of the Financial Advisor Assistant will be to provide administrative support to advisors, including all daily tasks provided by the advisor. This would include resolving notifications, opening accounts, moving money, transferring accounts, and working directly with clients to complete any of these tasks.

Responsibilities:

• Daily direct communication with advisors and clients through a dedicated, toll-free number and by pro-active outreach to the advisor

• Research complex situations set client expectations, and define the actions necessary, to resolve inquiries promptly

• Communicate with internal departments to ensure client's expectations for timely service delivery are met

• CRM management and assist the advisor in preparation for upcoming client meetings (i.e., paperwork, requirements, etc.)

• Provide daily recaps to the advisor summarizing work completed and outstanding

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Previous experience supporting Financial Advisors

• 2 years experience in Financial Services Industry

• Experience with CRM applications such as Salesforce and/or Redtail preferred

• Experience with the Microsoft program suite, including advanced excel knowledge

• Financial industry experience

• Must possess strong analytical, organizational, and problem-solving skills.

• Ability to work an 8-hour shift between 8 am - 8 pm EST

Preferences:

• Strong attention to detail

• Excellent oral and written communication skills

• Excellent phone communication and listening skills

• Outstanding interpersonal skills with the ability to build and foster relationships

• Ability to handle multiple projects with deadlines and analyze/research information

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Financial Advisory Occupations: 2 years (Required)
• Financial concepts: 2 years (Preferred)

Work Location: Remote

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