LHH is seeking a motivated Administrative Assistant who recognizes the importance of delivering exceptional service and fostering lasting client partnerships. This position offers significant interaction with clients, financial professionals, and leadership teams on a regular basis. Because priorities and assignments can shift frequently, the successful candidate will gain exposure to many areas of the organization. This opportunity is well-suited for someone who is eager to grow professionally, enjoys a fast-paced environment, and takes pride in producing high-quality work.
Our firm is built on a client-focused philosophy, emphasizing trust, integrity, and long-term relationships.
Key Responsibilities:
- Provide administrative and operational assistance to advisory staff
- Serve as a point of contact for client inquiries and communications
- Collaborate with internal departments to help resolve client matters
- Assist with preparing investment reports, analyses, and presentation materials
- Conduct general market and account-related research
- Support additional projects and responsibilities as assigned
Preferred Qualifications and Skills:
- Strong interpersonal, communication, and customer service abilities
- Professional, polished, and personable demeanor
- Commitment to integrity and confidentiality
- Ability to work effectively within a collaborative team setting
- Highly organized with strong time management and multitasking skills
- Self-motivated and capable of working independently
- Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
- Prior experience in financial services, wealth management, or brokerage operations preferred
- Industry licensing such as Series 7 and Series 63 is a plus, but not required
We offer:
- A Stable and friendly work environment
- Opportunities to learn
- Health and life insurance
- Flexible spending accounts
- 401(k) with profit sharing
- Paid vacation and sick days
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy