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CSI Work-Based Learning Center
Administrative Assistant
Employer: LPL Financial Twin Falls
Employer URL: www.lplfinancialtwinfalls.com
Category: Administrative/Clerical
Location:
Twin Falls, Idaho, Idaho
Compensation: $21-$25/hour
Type: Part-time Jobs
Job Schedule: 10am-5pm with some flexibility
Apply before: December 31, 2025
Job Description and Requirements
Work directly with financial advisors to:
Onboard new clients and maintain accurate records
Handle death claims with professionalism and discretion
Schedule and confirm client appointments
Ensure daily administrative tasks are completed accurately and in a timely manner
Track and coordinate Required Minimum Distributions (RMDs)
Process account updates and money transfers efficiently and securely
Support general office organization and upkeep
Serve as the first point of contact for routine client questions and service needs
Support compliance and audit preparation requirements
Training will be provided and additional responsibilities and opportunities for growth will be introduced over time as familiarity with office operations increases.
Onboard new clients and maintain accurate records
Handle death claims with professionalism and discretion
Schedule and confirm client appointments
Ensure daily administrative tasks are completed accurately and in a timely manner
Track and coordinate Required Minimum Distributions (RMDs)
Process account updates and money transfers efficiently and securely
Support general office organization and upkeep
Serve as the first point of contact for routine client questions and service needs
Support compliance and audit preparation requirements
Training will be provided and additional responsibilities and opportunities for growth will be introduced over time as familiarity with office operations increases.
Qualifications
Proficiency with computers, office software, and technology systems
Strong interpersonal skills and ability to communicate effectively with clients
High attention to detail and strong organizational skills
Dependable work ethic and ability to manage multiple tasks efficiently
Professional demeanor and willingness to learn new processes
Strong interpersonal skills and ability to communicate effectively with clients
High attention to detail and strong organizational skills
Dependable work ethic and ability to manage multiple tasks efficiently
Professional demeanor and willingness to learn new processes
Benefits
N/A
Next Steps
If you’re interested in joining our team, please send your résumé (and a short note introducing yourself) to Cole Hunt at:
cole.hunt@lpl.com
We look forward to hearing from you!