Do you have experience or interest in financial services?

Do you want to be a part of a rapidly growing team?

Join us as an Admin Solutions Associate within our LPL Business Solutions group.

Your role as an Admin Solutions Associate will be to provide administrative support to an Admin Solutions Consultant and our advisors daily. This is a new role within the rapidly growing Admin Solutions program. Success in the role means you are detailed oriented, have great communication skills and work efficiently in a fast paced environment. Your performance is measured by the quality and accuracy of each completed task. You’ll have training and shadowing opportunities to learn LPL systems, processes and financial industry basics in order to fully support your Admin Consultant and the Financial Advisor(s) he/she supports. You’ll learn from the ground up how the Admin Solutions group works!

Responsibilities:

• Daily direct communication with the lead admin and at times, the financial advisor
• Complete daily tasks accurately and efficiently in a timely manner and communicate with the admin
• Utilize the Admin Solutions task management system for tracking purposes
• Work in a team setting to ensure tasks are completed
• Working under the direction of the lead admin to complete operational and administrative tasks such as:
  • Move money requests
  • Opening new accounts
  • Transfers
  • Requesting distributions

Requirements:

• Minimum 1 year of customer service experience

Preferences:

• Excellent communication and listening skills
• Attention to detail
• Ability to adapt to change
• Ability to utilize resources
• Plenty of drive, initiative and motivation
• Financial industry experience a plus

#LI-EC

Pay Range:

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.