LPL Financial
The Document Administrator provides administrative support to the Private Asset Analyst team, coordinating document collection from private asset manager portals and maintaining a client document warehouse. This role involves organizing documents, tracking reporting timelines, and collaborating with investment manager back-office teams to ensure successful client outcomes. The position also includes supporting firm benchmarks and assisting with ad hoc projects for the data and analytics team.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for LPL Financial.
LPL Financial didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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Dec 10, 2025