We are growing at SJK Wealth Management and are always looking for super talented people to be part of our wonderful team.  If you want to grow, learn and engage with clients – come reach your full potential – let’s talk.

The current positions available are listed below.  Please send your resume and cover letter to lindsey.tuck@lpl.com.

Job Title: Part-time Administrative Assistant

Job Summary:

Are you a highly organized and proactive Administrative Assistant that can provide essential administrative support to our team. In this role, you will assist with scheduling, process electronic paperwork, communication, and various day-to-day tasks to ensure the smooth operation of the office.

Key Responsibilities:

• Schedule appointments, meetings, and conference calls, and maintain calendars.
• Handle incoming calls, emails, and other communications, directing them to the appropriate team members.
• Assist in preparing reports, presentations, and other documents.
• Organize and maintain filing systems, both physical and digital.
• Client onboarding paperwork
• Administrative tasks involving forms for clients to process account transactions through electronic system

Qualifications:

• Associate or bachelor’s degree preferred
• Proven experience as an administrative assistant or in another relevant role.
• Strong organizational and multitasking skills with attention to detail.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to maintain confidentiality and handle sensitive information.
• Strong problem-solving abilities and a positive, can-do attitude.

Why Join Us?

• Competitive salary and benefits package.
• Opportunity for growth and professional development.
• A supportive and friendly team environment.

If you’re a motivated individual with a passion for organization and efficiency, we’d love to hear from you!

To apply: Please send your resume and cover letter to lindsey.tuck@lpl.com