Earning the Office Essentials certification is a great opportunity for office professionals to increase their system knowledge and efficiency, and ultimately become more confident in supporting investors.

- Dayton Semerjian, managing director and chief customer care officer

Increase operational productivity with Office Essentials

Financial professionals who run their own business understand that having a knowledgeable support team can greatly enhance their success. In many firms, the knowledge and expertise office professionals deliver keep their business running efficiently and smoothly, ensuring financial professionals are able to focus on what they do best — take care of their clients. It’s important all team members have access to training so they (and the firm) can thrive.

The Office Essentials certification program offers progressive learning plans designed to build the skill sets and insights needed to manage operations successfully, improve business processes, expand capacity, and drive value. Courses focus on client service, office management, technology, marketing, and professional development.

At no additional cost, licensed and unlicensed sales assistants, office managers, operations managers, and support staff supporting LPL financial professionals will learn how to more effectively administer an advisor’s office and increase job proficiency through:

  • Improved performance, productivity, and efficiency
  • Increased client satisfaction
  • Enhanced communication
  • Streamlined processes
  • Increased engagement

Expand your team’s knowledge

Increase productivity — Office professionals will learn to prepare account documents for electronic or in-person signatures — ensuring information is in good order the first time.

Increase efficiency — Attendees will learn to navigate ClientWorks and the most efficient ways to find a client, account, and other critical information.

Increase client satisfaction — Office professionals will be ready to help support clients as they maneuver through monthly or quarterly LPL account statements.

If you’re an LPL financial professional, visit our Resource Center to learn more about how to help your office and business thrive with this online training.

Tracking # 1-05301848

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