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Administrative Assistant/receptionist

2 months ago

Lisle, United States LPL Financial Full time

**Administrative Assistant**

The Administrative Assistant shall be responsible for preparing and processing all paperwork for the practice. They will also prepare documents and files as for upcoming client appointments. They will also be responsible for filing and appropriate flow and follow up of paperwork and documents for the practice.

ROLES/DUTIES
- Check daily transactions
- File
- Appointment Preparation
- Paperwork and business followup

CRM maintenance
- Households
- Merging client contacts
- Changing addresses

Mailings
- Paperwork preparation
- Conduct all duties in compliance with all applicable regulations, policies and procedures

Other duties as assigned (Marketing, Event Planning, etc)

**PRODUCTION EXPECTATION**
- Check all team transactions daily.
- Have all appropriate files prepared for daily appointments
- Follow up on business as systems dictate
- Prepare all paperwork for all client meetings
- Maintain all records on CRM
- Prepare all mailings for Team

**QUARTERLY OBJECTIVES**
- 100% of transactions checked and fixed as needed for the quarter
- All paperwork and files prepared on time for client meetings
- All client records are up to date on CRM
- All Business for the quarter followed up on and status reported
- 100% of mailings accomplished for the quarter
- 100% attainment of quarterly goals

**ANNUAL OBJECTIVES**
- Handled all duties effectively and efficiently
- 100% of transactions checked and fixed as needed for the year
- All paperwork and files prepared on time for client meetings
- All client records are up to date on CRM
- All business for the year followed up on and status reported
- 100% of mailings accomplished for the year
- Held 80% of set appointments for team
- 100% of staff goals achieved

Pay: $18.00 - $22.00 per hour

Expected hours: 30 - 40 per week

**Benefits**:

- Paid time off
- Parental leave
- Retirement plan

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Customer Service: 5 years (preferred)
- Administrative experience: 3 years (preferred)
- Microsoft Office: 3 years (preferred)

Work Location: In person

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