Overview

You are invaluable to your clients – they rely on you to provide advice on the complex issues that are facing investors today. As they work toward financial success, they need your help to accomplish their goals.

But as demand for client engagement increases, you’re faced with even more administrative challenges as you run your business. You can't provide high-level service if your business isn't running properly, but with only so many hours in the day, it's easy to feel strapped.

LPL Admin Solutions is here to help by providing you with an experienced admin. LPL takes care of the screening, hiring and training, so they'll be able to jump right in, creating more efficiencies in your business. Well-versed in ClientWorks, Account View and other LPL business tools, they'll be able to offer an unmatched service level from day one. They also can serve as the eyes and ears of your office, helping with client correspondence, phone calls, and scheduling.

With LPL Admin Solutions, you'll be able to focus on what needs your attention most – your clients’ financial goals. We can help you.

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client engagement

Why Admin Solutions? client management

General Administrative Assistance

Your admin will:

Schedule appointments and manage calendars
Maintain client correspondence and update information
Assist in meeting preparation and proof documents

Financial Administrative Tasks

Your admin will:

Manage standard account activity
Process new account documentation
Oversee maintenance, transfers, and cash management of existing accounts

LPL Technology Expertise

Your admin will:

Apply their extensive knowledge and training in LPL’s proprietary software including ClientWorks, Account View, Move Money, LPL Proposal Tool, and WealthVision.
Receive continuous training on newly released software and products to ensure the most innovative solutions are navigable for your business.

FAQs

I’m getting flooded with client communications and want to make sure I’m replying in a timely manner. Can an admin help with that?

Yes! Your admin can be the direct-dial contact for you and your clients. Your admin can work with you to handle customer inquiries, follow-up on transactions, set up conference calls, and schedule appointments.

How will my admin be assigned to me?

We will take time to match you with the right fit based on your specific business challenges. You’ll be paired with an experienced admin professional--backed by an LPL support team--who will learn the ins and outs of your business, to ensure your business’ needs are always met.

How can I reassure my clients that their information is safe with my new admin?

As an LPL employee, your admin will have already received and passed a background check. They will have also signed a confidentiality agreement to protect your business and your clients’ private and sensitive data. ClientWorks access will be granted at an administrative assistant level throughout the entirety of their time with your business.

Are admins available to work outside of business hours?

While we understand that your business may not follow traditional hours, our admins are available Monday through Friday and observe the same holidays as LPL and Wall Street. However, your admin will work with you to guarantee that proper forwarding and out-of-office notifications are enabled outside of working hours.

Hear from Stephen Locker, CEO of Beacon Financial Group

"Admin solution is a cost-effective way to bring on new staff.We have increased our service capacity by 20%."

Ready to determine if Admin Solutions is right for you?

Schedule a Call With a Business Solutions Consultant

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