Executive Administrative Assistant

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

The Executive Assistant will provide support to LPL’s Senior Vice Presidents within the Business Development organization with primary responsibilities including managing travel, scheduling meetings, maintaining calendars and files, coordinating logistics for onsite group and team meetings, and other duties as assigned.

Responsibilities:

• Handle all day-to-day responsibilities for five to seven executives they support.  

• Calendar all meetings and keep executives current with any changes; provide materials and order food/beverages where applicable for larger onsite team and group meetings.

• Arrange all aspects of travel including air, lodging, and transportation in conjunction with corporate travel services.

• Manage expenses by organizing receipts and inputting into Concur in a timely manner to ensure meeting billing schedule.

• Prepare and manage agendas, review all documents for meetings as well as any department communications.

• Plan events such as department socials or networking events and on-site support/planning for town halls.

• Serve as a go-to resource for executive and other staff members.

• Assist logistically with the onboarding of new teammates into LPL or the Business Development team.

• Create solid working relationships with other administrative staff and others within the department.

• Work professionally with senior executives and clients, think and work independently, be proactive, handle confidential information and work effectively and efficiently.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 5+ years’ experience in an executive assistant role

• 5+ years' experience and comfort working with high-level executives; this is a high visibility position with extraordinary attention to detail

Core Competencies:

• Ability to prioritize and work efficiently in a fast-paced environment.

• Interact well with peers, senior managers, and other staff in the department.

• Excellent organizational and customer service skills

• Superior writing and editing ability.

• Excellent oral and written communication skills

• Must be proactive in meeting and exceeding needs of leader and handle confidential information.

• Ability to meet deadlines and multi-task in a fast-paced environment.

• Experience working with decks/PowerPoint.

• Exceptional travel arrangement experience with proven success working across multiple time zones.

Preferences: 

• Associate's or Bachelor's degree preferred

• Exceptional knowledge of all Microsoft applications - Excel, PowerPoint, Outlook, Word (MS Office Certification or equivalent operating knowledge preferred)  

•  Financial Services industry experience or supporting a growth organization is a plus and not a requirement

#LI-PA 

Pay Range:

$28.27-$47.12/hour
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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