Admin Assistant - Rochester, NY

LPL Financial•Rochester, NY

5d•Onsite

About The Position

The Administrative Assistant is the first point of contact for clients and callers, ensuring a welcoming and delightful experience. This role involves managing the front desk, providing administrative support to the financial advisors, and facilities effective communication across the organization.

Requirements

Available to work an in-office schedule Monday through Friday, 8:00 AM to 4:30 PM
3+ years of administrative, office support, or customer service experience with excellent verbal and written communication skills.
3+ years of experience managing multiple priorities in a fast-paced environment, demonstrating strong organizational skills and the ability to work independently and collaboratively.
3+ years of experience using Microsoft Office and office technology , providing professional customer service while maintaining discretion, integrity, and ethical conduct.

Nice To Haves

Prior experience in a financial advisor’s practice.
Administrative experience in a professional services environment.
Associate or bachelor’s degree in business, accounting or finance.

Responsibilities

Greet and welcome clients, ensuring a positive first impression.
Answer, screen, and direct incoming phone calls and messages.
Manage scheduling, contact lists, and appointment coordination.
Perform administrative tasks including filing, photocopying, data entry, and document archiving (both physically and digitally).
Maintain a clean and organized reception area.
Order and manage office supplies and equipment.
Process incoming and outgoing mail and deliveries.
Coordinate travel arrangements and accommodations.
Support meeting room bookings and logistics.
Assist with operational needs, internal communication and help execute client facing events.
Contribute to marketing efforts including client communication, social media support, and promotional materials.
Complete ad-hoc projects and tasks as requested.