Administrative Assistant - Kennewick, WA

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. 

Job Overview:

Join Cornerstone Wealth Strategies as our Administrative and Marketing Assistant, where you’ll support our team of financial advisors and help deliver an exceptional client experience. In partnership with LPL Financial, you’ll have access to innovative resources, a collaborative environment, and the opportunity to make a meaningful impact on both our clients and our growing practice. Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. As a boutique firm, we specialize in providing comprehensive, personalized financial planning and wealth management services. Our team of fifteen advisors and support staff operates in a highly efficient, team‑oriented environment designed to deliver a unique and deeply client‑focused experience. As we continue to expand, we are looking for talented professionals who share our commitment to excellence.

We are seeking to add a bright, friendly, and detail‑oriented team member who can help deliver a premium client experience. Ideal candidates will bring warmth and professionalism to every interaction and will thrive in a fast‑paced environment.  Candidates should be team‑oriented and are eager to grow within a dynamic, client‑focused wealth management team member who will split their time between office administration and marketing.  This hybrid position will support smooth daily administration while helping develop and execute marketing initiatives that strengthen client engagement and business growth.

Responsibilities:

• Perform administrative, operational, and customer support tasks

• Maintain communication with current clients via mail, email, and phone

• Answer phones and schedule appointments

• Support social media management and content creation

• Assist with website updates and email marketing

• Basic graphic design for marketing materials and social media

• Contribute to marketing campaign ideas and execution

• Assist with planning and coordinating client events

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Proficiency with social media platforms

• Proficiency in Microsoft Word, Excel, Power Point and Outlook; Client Relationship Management applications

Core Competencies:

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Ability to multi-task and follow through on projects and tasks

• Strong written and verbal communication skills with the ability to present complex information clearly

• High attention to detail

• Strong organizational skills

• Excellent client service mindset

• Ability to work independently and collaboratively

Preferences:

• Bachelor's in marketing or equivalent previous marketing experience

• Experience in the financial services industry

#LI-Hybrid

 

Pay Range:

$18.07-$30.11/hour

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

Compan