Executive Administrative Assistant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

As a Executive Administrative Assistant, you will provide administrative support to senior leaders, with primary responsibilities including managing travel, scheduling meetings, maintaining calendars, coordinating events, and other duties as assigned.

Responsibilities:

• Handle all day-to-day responsibilities for the executives supported. This includes and is not limited to scheduling and coordinating meetings and other general administrative functions.

• Must be proactive, resourceful, and capable of working independently with minimal supervision or direction.

• Extensive calendar management, including scheduling all meetings, keeping executives informed of any changes, preparing necessary materials, and coordinating food and beverage orders when applicable

• Travel coordination: arranging all aspects of travel including air, lodging, and transportation in conjunction with the corporate travel department.

• Management of expenses: organize receipts and input in Concur in a timely manner to ensure meeting billing schedule.

• Prepare and review all meeting documents and departmental communications, ensuring distribution lists are consistently maintained and up to date.

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

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

• Work professionally with senior executives and clients, properly handle confidential information, and work effectively and efficiently.

• Other ad hoc projects as assigned.

Requirements:

• 3+ years of experience in an executive assistant role supporting multiple leaders at the same level

• 3+ years of experience and comfort working with high level executives (Executive Vice Presidents, Managing Directors, C-suite executives)

• 3+ years of experience making travel arrangements and proven success working across multiple time zones

• 3+ years of experience working with all Microsoft applications - Excel, PowerPoint, Outlook, Teams, Word (MS Office Certification or equivalent operating knowledge preferred)

• 3+ years of experience coordinating onsite and offsite events, with responsibilities extending beyond basic logistics such as room bookings, invitations, and agenda planning.

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.

Preferences:

• Associate's or Bachelor's degree

• Financial Services industry experience or supporting a technology organization

• Ability to prioritize, meet deadlines, multi-task and work efficiently in a fast-paced environment

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

• Excellent organizational skills and service-oriented

• Superior writing and editing ability

• Excellent oral and written communication skills

• Must be proactive in meeting and exceeding needs of leaders and properly handle confidential information

#LPL-PA

 

Pay Range:

$25.71-$42.85/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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