LPL Financial · 4 hours ago
Administrative Assistant
Pullman, WA
Full-time
Onsite
Entry Level
$17.54/hr - $29.24/hr
2+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Administrative Assistant will manage the front desk, coordinate client and team calendars, provide administrative support, and ensure smooth daily operations within the office.
FinanceFinancial Services
Responsibilities
Greet and welcome visitors in a professional and friendly manner
Answer and direct incoming phone calls
Manage the scheduling and coordination of client meetings and appointments
Prepare and maintain conference spaces for client meetings
Assist with data entry, filing, and maintaining office records in the team CRM
Order office supplies, manage correspondence and coordinate office maintenance
Accurately complete expense reports on behalf of the financial advisor
Coordinate travel arrangements and accommodations
Assist with branch event planning such as client seminars or appreciation events
Perform administrative, transactional, operational and customer support tasks
Qualification
Required
2+ years of experience as an administrative assistant, receptionist, or in a similar role
2+ years of experience working with office equipment, such as printers and fax machines
Preferred
Experience in the financial services industry
Knowledge of office management systems and procedures
Familiarity with CRM software
Excellent verbal and written communication skills
Strong organizational and multitasking abilities
Detail-oriented and able to prioritize tasks effectively
Ability to work independently and as part of a team
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (66)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Investor's Business Daily
2025-12-11
Company data provided by crunchbase