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.
Job Overview:
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.
Responsibilities:- Answering Phones
- Greeting clients
- Coordinating mail, email and fax communications
- 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
- Collaborating with all facets of the organization; 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
- Focusing on accuracy, organization and details
- Participating in client meetings as needed
- Preparation of special reports, spreadsheets and correspondence, as needed
- What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
High school diploma or GED1+ years of admin experience
Ability to work on site 5 days a week (Independence, OH)
Preferences:
- Bachelor's Degree
- Interest in estate planning, investments, bank compliance and trust regulations such as principal and income accounting
- Experience with Word, Excel, PowerPointAbility to articulate issues and solutions in a client relationship environment
- Project and time management skills preferred
- Interpersonal and problem?solving skills
- Clear verbal and written communication
Pay Range:
$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. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. 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. For further information about LPL, please visit www.lpl.com.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join the LPL team and help us make a difference by turning life's aspirations into financial realities.
