LPL Coordinator/Sales Asst

About the role

The LPL Coordinator supports the LPL Financial Advisor by performing administrative and sales tasks, assisting with client appointments, and managing the advisor's schedule.

Responsibilities

• Track referrals and communicate with Credit Union staff
• Clock in and out for scheduled appointments
• Order and maintain marketing supplies and coordinate lobby displays
• Answer incoming calls and service requests
• Follow up on referrals, client requests, and appointment scheduling
• Communicate with LPL Financial departments and vendors
• Conduct quarterly branch staff referral and knowledge-based training sessions
• Plan and execute quarterly or annual special events
• Manage and track daily duties for efficient program operation
• Onboard new clients, maintain client servicing requests, and inspect paperwork

Requirements

• High school diploma or equivalent
• One year of credit union/banking or comparable financial services industry experience
• Professional written and verbal communication skills, including excellent telephone and e-mail etiquette
• Experience coordinating schedules and meeting events
• Proficiency and utilization of CRM Salesforce to manage referrals, activities, campaigns, seminars, and events
• Excellent interpersonal and collaborative skills
• Organizational skills and the ability to handle multiple projects and deadlines
• Ability to work independently and be self-motivated
• Proficiency with Word, Excel, Outlook, Salesforce, Internet, and ability to learn additional software packages
• Knowledge and understanding of the Credit Union’s mission and vision
• Strict adherence to the Credit Union’s policy of confidentiality, security, professional conduct, and dress