Admin Solutions

Downsize your to-do list; upsize your growth potential

We all have days when the phone won’t stop ringing, our schedule is a mess, and a slew of documents need to get out the door. Of course, a successful practice should be busy, but there must be a balance. Remove the administrative roadblocks to focus on more meaningful areas of your practice by leveraging the support of Admin Solutions.

LPL screens, hires, and trains seasoned administrative assistants for the financial industry. Each admin is trained to use LPL systems such as ClientWorks, Account View, and WealthVision to help serve your business needs and process requests efficiently to make a positive impact in your office immediately. They also can handle routine office tasks, including answering client questions, managing calendars, and scheduling meetings.

In less time than you think, you’ll view your new admin as a valuable member of your team.

Key Benefits:
  • Trained professionals who know the industry and who are ready to serve
  • Eliminate the challenges of hiring, scheduling and training new hires
  • Reduce the downtime associated with integrating a new employee

Take the first step.

admin solutions

We Can Help You With:

  • Industry-trained to help on day 1
  • Experience using ClientWorks
  • Account View & WealthVision
  • Prepare you for client meetings
  • Set appointments & manage CRM
  • New accounts opens & transfers
  • Resolve and reduce NIGOs
  • Follow-up on clients questions

related info:

“We know the challenges of training someone from scratch. Admin Solutions is a cost-effective way to bring on new staff. We have increased our service capacity by 20%.”

Stephen Locker
Beacon Financial Group

Will an LPL Business Solution fit your business needs? Let's talk.

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