Administrative Assistant - Slidell, LA

LPL Financial • Slidell, LA

5d • $18 - $30 • Onsite

About The Position

The Office & Client Services Administrator supports the advisory team by overseeing daily office operations and providing exceptional client service. This role manages front‑desk duties, maintains accurate client and office records, assists with financial and compliance processes, and coordinates marketing, vendor, and facility-related activities. The administrator ensures the office runs efficiently while helping deliver a professional, organized, and welcoming experience for clients.

Requirements

• 3+ years senior executive admin support experience

Responsibilities

• managing phone calls
• greeting clients
• coordinating meetings
• handling all mail and FedEx deliveries
• maintaining organized digital records
• keeping the CRM and calendars updated
• assisting with account service needs including money movements, ACH setups, trades, and remote check deposits
• handling compliance reporting
• iDoc tasks
• marketing support
• budget tracking
• advisor expense reports
• ordering supplies
• coordinating equipment service
• helping with events and seasonal décor
• managing facility needs such as vendor communication, insurance tasks, and office‑related payments

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees