Financial Services Administrative Assistant

The ideal candidate will be part of the LPL network and have experience in administrative tasks, client services, compliance, and marketing support.

PAY: $25-35/hour

Key Responsibilities

Redtail CRM Administration:

• Create and maintain workflows, activity templates, email templates, and automations
• Ensure calendar tasks and activities are up to date, with nothing falling behind
• Regular workflow and data maintenance, including reviewing and optimizing existing processes
• Manage contact accuracy and send out blast emails

Client Services:

• Handle client scheduling during surge months
• Provide follow-up communications with clients and team members
• Answer client calls and assist with their inquiries
• Process payments through AdvicePay and manage MyRepChat interaction
• Oversee account administration, including account openings

Compliance:

• Submit, follow up, and gain approval for marketing and other materials
• Ensure compliance by maintaining monthly correspondence and managing CRS forms
• Keep ADV documents up to date for inclusion in new client packets

Administrative Support:

• Manage calendar and appointment scheduling effectively
• Organize and participate in team calls, one-on-one meetings, and client calls
• Assist with email campaigns.
• Track and report on marketing campaign performance
• Manage LinkedIn activities, including posts and invitations

• Must be part of the LPL Financial network & have used the ClientWorks platform
• 2+ years of experience in a similar role
• Proficiency in Redtail CRM is required
• Strong organizational skills and ability to manage multiple tasks simultaneously
• Experience in client service, compliance, and administrative support
• Familiarity with financial services industry terminology and practices
• Ability to work independently and communicate effectively with team members and clients