Administrative Associate

Schedule: Monday – Friday 8:00 am – 5:00 pm (1 hour lunch) Important: This is an in‑person‑only opportunity. There is no work‑from‑home option. Candidate must operate with a high sense of urgency and the ability to work calmly under pressure. The successful candidate will understand the time‑sensitive nature of managing the phones and visitor flow and the importance of professionalism in communication and appearance. Attention to detail is a must. Overview: We are seeking a highly organized, detail‑oriented, and proactive Professional Administrative Assistant to provide comprehensive administrative and operational support to our team of Financial Advisors. This crucial role requires exceptional communication and interpersonal skills, a high degree of professionalism, discretion in handling confidential information, and the ability to thrive in the financial services environment. The ideal candidate will be a self‑starter, possess strong problem‑solving abilities, and be adept at managing multiple priorities with efficiency and accuracy. Responsibilities: Manage and coordinate a team calendar, scheduling meetings, appointments, and occasional travel arrangements. Handle incoming calls, emails, and correspondence, prioritizing and responding appropriately. Assist with the processing of client paperwork and account documentation, ensuring accuracy and compliance. Prepare meeting agendas and take meeting minutes. Assist with various projects as needed, including research, data analysis, and report preparation. Maintain office supplies and equipment, anticipating needs and placing orders as necessary. Provide support for marketing and business development activities as needed. Handle sensitive information with the utmost discretion and confidentiality. Handle incoming and outgoing mail, faxes, and deliveries. Organize and maintain electronic and physical filing systems, ensuring easy access to information. Qualifications: Proven experience as an Executive Assistant or in a similar role. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Ability to prioritize tasks and meet deadlines. Ability to work independently and as part of a team. Ability to determine and set priorities. Good judgment, tact, discretion, and initiative. Willingness to submit to a background check, with a clean criminal record. Discretion and confidentiality. Education and Experience: 3+ years of reception/office experience required. Wealth Management experience is a major plus, LPL Financial experience will be given priority. Paid time off (PTO) in addition to all Stock Market Holidays (approx. 9 per year). #J-18808-Ljbffr