Job Description
Skills/ Requirements
● Excellent customer relationship skills on phone, in person, and on email
● Strong ability to work independently
● Ability to manage multiple priorities in a deadline driven environment
● Proficient in current and new office technology including Microsoft office and CRM management systems
● 1 year administrative assistant/ office management experience preferred
Job Overview
● Greet all clients/guests provide welcome services
● Maintain CRM with accurate information
● Answer incoming phone calls, respond to client needs, and solve client problems using the resources available via LPL Financial and partner organizations.
● Add all calls, notes, and tasks to CRM
● Schedule appointments/meetings and maintain advisor’s calendars
● Accurately complete all assigned applications and account paperwork. Gather necessary signatures by communicating with clients on a consistent basis
● Schedule, Prepare and Complete necessary compliance for client meetings
● Communicate and interact appropriately with internal and external partners in order to deliver a high level of customer service
● Ensure cleanliness and orderliness of the office
● Maintain and stocks supplies
● Orders catering for meetings etc. using best judgment re: cost and type of meeting
● Maintains firm confidentiality
● Utilizes Microsoft office and other necessary computer applications
● Complete client transactions for deposits and withdrawals
● Complete Weekly, Monthly, Quarterly and Annual Reports as directed
Job Type: Part-time
Pay: $19.00 - $22.00 per hour
Benefits:
Paid time off
Work Location: In person
● Excellent customer relationship skills on phone, in person, and on email
● Strong ability to work independently
● Ability to manage multiple priorities in a deadline driven environment
● Proficient in current and new office technology including Microsoft office and CRM management systems
● 1 year administrative assistant/ office management experience preferred
Job Overview
● Greet all clients/guests provide welcome services
● Maintain CRM with accurate information
● Answer incoming phone calls, respond to client needs, and solve client problems using the resources available via LPL Financial and partner organizations.
● Add all calls, notes, and tasks to CRM
● Schedule appointments/meetings and maintain advisor’s calendars
● Accurately complete all assigned applications and account paperwork. Gather necessary signatures by communicating with clients on a consistent basis
● Schedule, Prepare and Complete necessary compliance for client meetings
● Communicate and interact appropriately with internal and external partners in order to deliver a high level of customer service
● Ensure cleanliness and orderliness of the office
● Maintain and stocks supplies
● Orders catering for meetings etc. using best judgment re: cost and type of meeting
● Maintains firm confidentiality
● Utilizes Microsoft office and other necessary computer applications
● Complete client transactions for deposits and withdrawals
● Complete Weekly, Monthly, Quarterly and Annual Reports as directed
Job Type: Part-time
Pay: $19.00 - $22.00 per hour
Benefits:
Paid time off
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Receptionist/Administrative Assistant position is now open for candidates interested in the Receptionist & Front office Jobs sector. This role in Burlington offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Receptionist & Front office Jobs is a plus.
