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
