Administrative Assistant

Founded in 2002, Discovery Financial is a 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!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 (855) 575-6947.

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