Assistant Practice Manager

Assistant Practice Manager – Financial Planning – Job Posting
Academy Financial Inc. | Affiliated with LPL Financial

Location: York, PA (In-Office)

Salary: Competitive, Plus Bonus Opportunity 

About Us

Academy Financial / LPL is a well-established financial planning practice specializing in serving high-net-worth clients. We take a comprehensive, holistic approach to wealth management, providing tailored investment strategies, insurance solutions, and financial planning services.

Position Overview

We are seeking a Practice Manager to oversee and coordinate all aspects of the daily operations. This key role ensures the practice runs efficiently, maintains compliance, and delivers an exceptional client experience. The ideal candidate will be highly organized, proactive, and experienced in managing financial services operations.

Who We Are Looking For

• Someone that values integrity and hard work and will always put a client’s needs first, last, and always.
• Confidence to challenge established practices, suggest and implement innovative solutions to the problems.
• Self-motivation and self-discipline are essential elements of success.
• Accuracy and attention to detail are imperative elements associated with this role.
• Results-driven and focused individual who takes ownership of responsibilities and outcomes.
• Planning and organizational skills to include effective prioritization and resource management while balancing a multitude of projects, for multiple clients, with varying deadlines.
• Balance short term immediate client requirements with long term strategic focus.
• Strong interpersonal and communication skills, being pleasantly persistent to follow up and follow through with all parties involved.
• Ability to work independently overseeing a multitude of projects and tasks, prioritizing work, ensuring completion, meeting deadlines, and delivery of top-notch service.
• Maintain a professional and service first attitude through busy and stressful periods.

Key Roles and Responsibilities

• Practice Operations & Administration
  • Oversee the day-to-day operations, as well as preparing and handling coordination of client meetings.
  • Review notes from meetings and execute any tasks requested from meetings
  • Serve as a liaison between the financial advisor, clients, custodians, and third-party service providers to ensure efficiency and productivity. Implement and refine internal workflows and maintain accurate client records and ensure proper documentation of all financial transactions.

• Client Service & Relationship Management 
  • While maintaining discretion and confidentiality, serve as a primary point of contact for client inquiries, ongoing client communications with appointments/follow-ups, and the onboarding process for new clients.
  • Handle client service needs in a professional and timely manner. 

• Investment & Insurance Support
  • Utilizing Redtail CRM workflows, delegate and track investment requests such as new accounts, trade requests, and client review presentations and insurance requests such as new policy quotes, underwriting, and policy placement. Assist with investment and insurance requests such as renewals, conversions, beneficiary updates, and money movement.

Qualifications & Skills:

• Experience: Entry level starting job for finance, communications, and business majors preferred.
• Licensing: None necessary but the ability to grow and be sponsored for exams.
• Technology Proficiency: Experience with CRM systems, Excel, and Microsoft Office Suite.
• Organizational Excellence: Detail-oriented with the ability to manage multiple projects and deadlines.
• Communication & Leadership: Strong interpersonal skills to interact with clients, advisors, and vendors.

Why Join Us?

• Work closely with an experienced financial advisor serving high-net-worth clients.
• Be a key player in a dynamic, client-focused firm.
• Competitive salary, bonus opportunity, and benefits package.