Work from home administrative position

Trust Administrative Assistant
Where Ambition Meets Innovation
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.
Answering Phones
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
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
Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. High school diploma or GED
~Ability to work on site 5 days a week (Independence, OH)

Bachelor's Degree
Interest in estate planning, investments, bank compliance and trust regulations such as principal and income accounting
Experience with Word, Excel, PowerPoint
Project and time management skills preferred
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. LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Join the LPL team and help us make a difference by turning life's aspirations into financial realities.
The Private Trust Company, an affiliate of LPL