We are seeking a highly organized and detail-oriented Administrative Specialist to join our team. The ideal candidate has experience in the financial services industry and is familiar with platforms such as LPL ClientWorks, Schwab, and/or Fidelity. This role requires someone who is knowledgeable, efficient, and proactive, with the ability to manage multiple priorities while maintaining a high level of professionalism and accuracy.

This position is perfect for someone who is dedicated to delivering exceptional client service and enjoys working in a collaborative, team-oriented environment. If you take pride in solving problems, getting things right the first time, and contributing to a culture of excellence, we’d love to meet you.

Key Responsibilities:

Provide back-office administrative support, including:
Opening new accounts
Processing money transfers
Managing compliance submissions and record-keeping
Maintaining client accounts
Assisting with annual advisory account reviews
Preparing for audits
Supporting year-end planning, tax prep, and new year kickoff activities
Assist with various branch projects as time permits
Participate in biweekly virtual administrative department meetings
Refine office processes to improve efficiency

Preferred Qualifications & Skills:

Experience in the financial services industry
Familiarity with LPL Financial, Schwab or Fidelity systems
Proficiency in Microsoft Excel
Exceptional attention to detail and organizational skills
Strong communication skills, both written and verbal
Professional demeanor and appearance
Dependable, loyal, and accountable
Committed to delivering outstanding customer service
Friendly, personable, and a team player
Ability to multitask, prioritize, and act independently
High level of integrity and initiative
This position is ideal for someone looking to grow within a dynamic team environment while maintaining a strong commitment to service excellence.

Benefits:

Matching 401(k)
10 Paid Holidays
3 Weeks Paid Time Off (PTO)

Job Type: Full-time

Base Pay: $28.00 - $35.00 per hour

Expected hours: 40 per week

Benefits:

401(k) matching
Paid time off

Work Location: Remote

Western Wealth

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