Admin Assistant - Rochester, NY

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview: The Administrative Assistant is the first point of contact for clients and callers, ensuring a welcoming and delightful experience. This role involves managing the front desk, providing administrative support to the financial advisors, and facilities effective communication across the organization.

Responsibilities:

• Greet and welcome clients, ensuring a positive first impression.

• Answer, screen, and direct incoming phone calls and messages.

• Manage scheduling, contact lists, and appointment coordination.

• Perform administrative tasks including filing, photocopying, data entry, and document archiving (both physically and digitally).

• Maintain a clean and organized reception area.

• Order and manage office supplies and equipment.

• Process incoming and outgoing mail and deliveries.

• Coordinate travel arrangements and accommodations.

• Support meeting room bookings and logistics.

• Assist with operational needs, internal communication and help execute client facing events.

• Contribute to marketing efforts including client communication, social media support, and promotional materials.

• Complete ad-hoc projects and tasks as requested.

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:

• Available to work an in-office schedule Monday through Friday, 8:00 AM to 4:30 PM

• 3+ years of administrative, office support, or customer service experience with excellent verbal and written communication skills.

• 3+ years of experience managing multiple priorities in a fast-paced environment, demonstrating strong organizational skills and the ability to work independently and collaboratively.

• 3+ years of experience using Microsoft Office and office technology, providing professional customer service while maintaining discretion, integrity, and ethical conduct.

Preferences:

• Prior experience in a financial advisor’s practice.

• Administrative experience in a professional services environment.

• Associate or bachelor’s degree in business, accounting or finance.

#LI-Onsite

Pay Range:

$18.07-$30.11/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

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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…