Administrative Assistant

Trust Administrative Assistant

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.

We are currently looking to hire a Trust Administrative Assistant within The Private Trust Company. This role is responsible for delivering exceptional customer service experiences, including accurate, timely and effective communication and execution of relational and transactional activities among clients and advisors, including high‐net worth accounts, while working as a team supporting administrative and operational functions.

Responsibilities:

• Answering Phones
• Greeting clients
• Coordinating mail, email and fax communications
• Coordinating requests and documentation needs with financial advisors, clients, accountants and attorneys
• Working with officers in reviewing account documentation, administration and investment policies, cash liquidity needs, historical or prospective changes in client situations or activities
• Collaborating with all facets of the organization;
• Providing administrative assistance to various functional groups within the bank
• Following up on issues identified during annual account reviews as well as relative to tax filings
• Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requests
• Focusing on accuracy, organization and details
• Participating in client meetings as needed
• Preparation of special reports, spreadsheets and correspondence, as needed

What are we looking for?

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:

• High school diploma or GED
• 1+ years of admin experience
• Ability to work on site 5 days a week (Independence, OH)

Pay Range:

$19.86-$33.08/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!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities.