Administrative Assistant

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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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.

Founded in 2002, Discovery Financial is successful Financial Services Agency, helping clients to grow, maintain and transfer their wealth with comprehensive retirement planning to fit each individual and business’s needs. As a fee only and independent advisory firm we have successfully grown our practice year over year, delivering a great experience for our clients and team members alike. Our office is welcoming, friendly, productive, including growth opportunities and located in beautiful Ada, MI

Job Overview

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, providing administrative support, and ensuring smooth daily operations within the office.

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 to support the practice.
• Assist with branch event planning such as client seminars or appreciation events.
• Perform administrative, transactional, operational and customer support tasks.

Requirements

• Proven experience as an administrative assistant, receptionist, or in a similar role.
• 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.
• Familiarity with office equipment, such as printers and fax machines.
• Work with financial systems and tools used by the branch

Preferred Qualifications

• Experience in the financial services industry.
• Knowledge of office management systems and procedures.
• Familiarity with CRM software.

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!

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.

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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 (855) 575-6947.