Admin Solutions Consultant
Offer summary
Qualifications:
Strong attention to detail and organizational skills., Excellent phone communication and listening abilities., Experience with CRM applications such as Salesforce and/or Redtail preferred., Outstanding interpersonal skills with the ability to build relationships..Key responsabilities:
- Provide administrative support to advisors and clients, including account management and resolution of inquiries.
- Manage CRM and schedule client appointments while ensuring timely service delivery.
- Conduct proactive outreach to clients and assist advisors in preparing for meetings.
- Drive customer satisfaction by summarizing daily work and addressing client questions.
Job description
The primary role of the Admin Solutions Consultant will be to provide administrative support to advisors including any and all daily tasks provided by the advisor. This would include, resolving notifications, opening accounts, moving money, transferring accounts, and working directly with clients to complete any of these tasks. The admin would be expected to form a working relationship with the advisor as if they were actually physically in their office*. Performance will be reviewed versus office success by taking ownership of all advisor office tasks allowing the advisor to grow his/her business.
*Admin Solutions Consultants are Home Office Employees working from LPL offices in San Diego or Fort Mill.
Primary Role Responsibilities Include: 50%
Daily direct communication with advisors and clients through a dedicated, toll-free number and by pro-active outreach to the advisor
CRM management and scheduling of client appointments
Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner
Assume ownership of inquiries and see them through to a timely resolution
Communicate with internal departments to ensure clients’ expectations for timely service delivery are met
Submit instructions for account activities on behalf of the advisor and end clients for account functions (New Accounts, Cash Management, Transfers, Account Maintenance)
Manage account notifications and resolution of NIGOs
Manage daily reports for account activities that are operational in nature – cash management, RMDs, periodic distributions, debits, pending settlements, etc.
Address questions from clients on account activity, policies and statements
Assist with information and documentation requirements for new accounts, transfers and complex (non-investment related) activities
Other Duties: 40%
Proactive outreach to clients and advisors on time sensitive activities - RMDs, distributions and 1099s
Assist the advisor in preparation for upcoming client meetings (i.e., paperwork, requirements, etc.)
Educate advisors and clients on the use of technology to increase efficiencies
Help drive increased adoption revenue and net new household assets for advisors
Help reduce LPL operating cost through increased usage of eSignature, paperless statements, account view, and reduced NIGOs
Exercise the core skills required to form meaningful relationships
Actively contribute to the development of the Admin Solutions team by sharing best practices and participating in other project work as assigned
Client / Advisor Satisfaction: 10%
Drive customer experience to high levels of satisfaction by adhering to our corporate values
Provide daily recaps to the advisor summarizing work completed and outstanding
Qualifications:
Strong attention to detail
Problem solving skills & attributes; Strong organizational skills
Excellent phone communication and listening skills
The ability to explain complex information clearly and simply
Ability to handle multiple projects and deadlines
Plenty of drive, initiative and motivation
Outstanding interpersonal skills with the ability to build and foster relationships
Ability to analyze and research information
Experience with CRM applications such as Salesforce and/or Redtail preferred
Bilingual skills a plus
#LI-PA
Pay Range:
$22.79-$37.98/hourCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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 LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25
Required profile
Experience
Other Skills
- Organizational Skills
- Detail Oriented
- Problem Solving
- Communication
- Analytical Skills
- Social Skills
- Time Management
- Self-Motivation
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